Lifetime Financial Planners is a fiercely Independent, Fee-Only, Fiduciary, Financial Planning, Investment Management, Tax Planning advisory firm.

You experience Real Life. We provide Real Financial Planning. We take time to learn your “Real Life Story” and identify impactful and meaningful actions to increase your financial security and help provide Financial Peace of Mind.

Through our trusted and proven 7-Step Financial Plannning Process, we work collaboratively with our clients to help build, manage, and preserve wealth, so you can feel financially empowered and focus on creating Memorable Lifetime Experiences.

Why work with a Fee-Only CERTIFIED FINANCIAL PLANNER® professional?

Anyone can call themselves a Financial Advisor, but not everyone is held to the Fiduciary Standard of Care.  Independent, Fee-Only, Financial Planners combine Advanced Training & Education, Fiduciary Ethics, and Complete Transparency to help you make confident decisions during every season of life.

What does “Fee-Only” really mean?

A Fee-Only Financial Planner is only compensated by clients.  They do not receive any commissions, sales incentives, or compensation for selling specific financial products.  No sales pressure.  No hidden fees.  No product bias.  You simply pay for objective financial expertise, advice, and guidance. 

How does a Fee-Only Financial Planner plan for every stage of your life?

A Fee-Only Financial Planner creates a clear, coordinated, and personalized Financial Plan which covers all aspects of your Financial Life.  Your plan may include annual Cash Flow & Spending Plans, Retirement Income & Retirement Distribution Strategies, Investment Management, Multi-Year Tax Planning Strategies, Executive Benefits Planning, Social Security Planning Strategies, Insurance & Risk Management Planning, Liquidity & Credit Planning, Education Planning, Charitable Planning, and Family Legacy & Family Economic Empowerment goals.

When should you consult an independent CERTIFIED FINANCIAL PLANNER® professional?

If you are seeking trusted Fiduciary Advice, Creative Financial Solutions, Planning for Executive Compensation Benefits including RSU, NQSO, ISO, ESPP, Deferred Compensation Plans, NUA, support navigating emotional Life Events, want to Reduce Financial Stress and Anxiety, and gain Financial Clarity and Confidence, then you should consult an Independent, Fee-Only Financial Planner and plan your financial future together.