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 maintains a commitment to nonprofit, government, education and mission-driven companies and individuals with a 15% discount to our standard rates.
It’s part of our appreciation for our cohort of professionals that have given back by working for organizations with a mission. We keep overhead low and choose to earn less, so that we can serve those with our values.
David’s wife died in 2012 and left him with two young girls. He understands the stress and chaos of unexpected life events.
Lifetime Financial dedicates a portion of the practice to pro bono work helping widows and widowers with young kids.
Lifetime Financial LLC, is a Benefit Limited Liability Company under Maryland Code section 4A-1201 Maryland Corporations and Associations.
It complies with section 4A-1206 and 4A-1207 by having the purpose of creating a general public benefit by considering the effects or any action or decision on employees, suppliers, customers, community, the local and global environment.
