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!
Retirement income planning is the big question nearly every person faces. Our job is to ensure you do not run out of money in retirement. That takes disciplined lifetime equity investing, monitoring and accountability.
Make your money support your best life. Instead of ‘When do you want to retire’, we ask questions like ‘If you had just enough money to pay the bills but did not have to work, what would you do with your life?’ David learned the importance of asking the big questions when Trish passed away and was left with two young daughters. He found a way to travel the world in her memory and though it was costly, it was worth every penny. Lifetime Financial wants to help you make those same kind of life-affirming choices, and to feel financially free doing so
These are real risks, we can attest. We will look at your insurance portfolio and make sure you are insured at the right levels. In addition we’ll look at your estate paperwork and make sure that’s in order. Tragedy is difficult enough without having to worry about unplanned finances.
These are important questions. We will look at your investment portfolio and tax management closely. Small changes implemented every year with discipline can make a huge difference in the long run.
This is one of the biggest challenges for the families we support.
If your children are young you have time on your side, but less income. If your children are nearing college, you may have higher income but you are running out of time. It’s a catch-22.
There are no easy answers. We can help you find the right balance.
Please get in touch. We have personal experience with all of these and know the difficulty and worry you are feeling.
You’ll be grappling with so many issues, feelings and challenges. Having good financial support is an essential foundation for surviving life’s toughest challenges.
For the average nonprofit professional, the answer is ‘probably not’. Generational wealth and philanthropic bequests take some planning and discipline even at modest levels. We can help develop a plan that increases your chances at leaving money to heirs or a beloved charity.
