Estate & Incapacity Resources - Lifetime Financial - Financial Planners with Brains + Heart - Financial Planning & Investment Management

Lifetime Financial is a full-service financial planning and investment management firm founded in 2020 to serve professional households working for the greater good in the DMV area, especially Takoma Park.

We work with our clients on an ongoing basis as we believe it delivers more value and better outcomes. And personally, it provides us the connection with the community important to us.

Lifetime Financial is an independent fiduciary firm keeping our fees well-below Wall Street rates, while providing services they don’t offer.

Some (the best) photos of Takoma Park and others were shot by local photographer, Sam Kittner.