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
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!
Nonprofits help build healthy communities. But who helps the nonprofit professionals? They make less money and have high expenses. They help make the world a better place and make sacrifices to do it.
The window of success can be narrow, mistakes are costly and planning ahead is essential. We understand that. How can we help?
Lifetime Financial offers a discount to households with at least one income from a nonprofit.
David has been through major medical issues, the death of a beloved spouse, a difficult divorce, paying for college for his two daughters, and a complete career change. At Lifetime Financial we know how hard it can be during these periods of dramatic change.
Do you have the financial planning skills to get through these big issues? How can we help?
Come in even if you just have a question. The consultation is complimentary.
Is a “traditional” lifestyle not in the cards?
Did you join the circus or local barbershop quartet?
Become a single parent by choice?
Take a year off work to find yourself in Nepal?
Quit your day job to bake amazing cupcakes and volunteer?
We could be just the partner you need to continue living the way you’ve dreamed! Come see if we can help you navigate your fulfilled, nontraditional life.
