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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Resources

Resources | Retirement Services | Lifetime Financial Planners

NAPFA Financial Advisor Checklist PDF

Resources | Retirement Services | Lifetime Financial Planners

Life Stress Inventory PDF

Executive Benefits

  Restricted Stock Units (RSU)

  Non-Qualified Stock Options (NQSO)

  Non-Qualified Deferred Compensation (NQDC)

  Employee Stock Purchase Plan (ESPP)

  Net Unrealized Appreciation (NUA)

  457(b) Special Catch-Up Provisions

  457(f) Non-Qualified Deferred Compensation Plan

  Thrift Savings Plan (TSP)

Useful Links

  Social Security

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  Equifax Credit Freeze

  TransUnion Credit Freeze

  Khan Academy Financial Literacy

  Modern Widows Club

Contact

E: Info@LifetimeFinancialPlanners.com
P: 512-400-9211

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Address

San Antonio Office
18911 Hardy Oak Blvd, Suite 226
San Antonio, TX 78258
(By Appointment Only)

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Lifetime Financial Planners LLC (“LFP”) is a Registered Investment Adviser (RIA) offering advisory services in the State of Texas and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Lifetime Financial Planners LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.  LFP does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall LFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if LFP or a LFP representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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