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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Sign up to receive our newsletter featuring the latest post. We write on practical, thoughtful, well-sourced topics that apply to our clients written by David and other humans--not AI.
You have successfully joined the Lifetime Financial maillist. See you soon!
David dedicated his life to the nonprofit industry. In those years as CFO and COO for major nonprofits David had smart colleagues who were struggling with financial planning issues and overwhelmed by options.
Lifetime Financial was created to provide personal support to nonprofit professionals, staff and employees.
Lifetime Financial limits service to 30-40 households with whom we maintain long term relationships. Let’s talk and see if we would be a good match.
You should talk to him or her. There are lots of very good planners and brokers. Even some that are ‘fee-based’ and accept commissions, kickbacks, or product incentives are good. (However, we don’t do that.)
Here are important questions and issues to consider:
1) You should want life planning — not spreadsheets. Money can’t buy happiness.
2) Is your planner/broker strictly fiduciary and fee-only? Although some fee-based, commission advisors are good, many do not follow the highest ethical standards.
3) Is your planner/broker actively managing your investments? You want long term success, which requires disciplined, passive investing.
Maybe not! If you are already in good financial shape and just need a technical expertise, you probably don’t need Lifetime Financial. (Although we’d be happy to try and answer that technical question in a free consultation.)
If you need accountability, expertise and structure, you might very well benefit from Lifetime Financial.
We’re glad you asked!
David has a Finance concentration MBA from Johns-Hopkins University and managed half billion dollar budgets and endowments.
More importantly, Lifetime Financial knows and can represent the values and needs of the nonprofit professional. We want to help you help others and still lead your best life.
A Registered Investment Advisor (RIA) is a licensed professional, legally obligated to act in your best interest under the Fiduciary Standard.
Absolutely. Our life planning, investment counseling, strict fiduciary approach can benefit many. In particular, Lifetime Financial can be very helpful with big, unexpected life changes, especially major medical issues, the death of a beloved spouse, a difficult divorce, or a complete career change. We know how hard it can be during these periods.
Solid, caring, financial planning can help.
Contact us. If we have the capacity, you can either get a complimentary one-time comprehensive plan or deeply discounted ongoing support.
Yes, we encourage it. Let’s discuss a problem or question you have. Getting to know and helping people is the best part.
