Lifetime Financial is a boutique financial planning service for non-profit professionals that want expert financial answers about retirement, college planning, investing, and insurance. Lifetime Financial helps you build the financial support to lead your best life.
Lifetime Financial LLC
7000 Carroll Ave Ste 201A
Takoma Park MD 20912
202-350-1515
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Lifetime Financial LLC is an Investment Advisor registered with the State(s) of Maryland. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned.
We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us at 202-350-1515 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Lifetime Financial with the account statements from your Custodian.
Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request here. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
