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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David Creekmore, CFP®, MBA, RLP®
President and Principal
David brings over two decades of experience managing the complex budgeting, planning, investment, and technology of major nonprofits like Corporation for Public Broadcasting, Internews, and Council on Foreign Relations.
Now he’s offering that same expertise to nonprofit professionals like you. Lifetime Financial helps those who help others.
David is a Certified Financial Planner, registered investment advisor and studied finance and investing at Johns Hopkins University. He is a member of XY Planning Network, Fee-Only Planning Network and the National Association of Personal Financial Advisors, all of which require a strict fiduciary standard and compensation only from you, not from selling you any products or kickbacks. Learn more about David's priorities, the company's values, and his commitment to clients.
The best way to see if we are a good fit for each other is to discuss your needs together. Contact us via email or schedule a complimentary 30 minute call.
David Creekmore, CFP®, MBA, RLP®
Lifetime Financial LLC
Registered Investment Advisor (MD)
7000 Carroll Ave, Ste. 201A
Takoma Park, MD 20912
(202) 350-1515
Book an appointment via Calendly
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!
