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Lifetime Financial - Financial Planners with Brains + Heart - Financial Planning & Investment Management
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Lifetime Financial - Financial Planners with Brains + Heart - Financial Planning & Investment Management
Home
Our Services
Our Fees
How We Compare
Resources
About us
Staff
Why Fee-Only
Contact
Are we a fit for your needs?
Home
Folder: Services
Back
Our Services
Our Fees
How We Compare
Resources
Folder: About
Back
About us
Staff
Why Fee-Only
Contact
Are we a fit for your needs?

Saving & Cash Flow Resources

Featured
Benefits of Solo 401(k) Plans
Saving, Retirement
Solo 401(k0, SEP IRA, self-employment
Benefits of Solo 401(k) Plans
Saving, Retirement
Solo 401(k0, SEP IRA, self-employment
Saving, Retirement
Solo 401(k0, SEP IRA, self-employment
A Better Way to Manage Your Emergency Fund
Cash Flow, Saving
Emergency Fund
A Better Way to Manage Your Emergency Fund
Cash Flow, Saving
Emergency Fund
Cash Flow, Saving
Emergency Fund
Pursuing "Enough" is Harder Than Pursuing "More"
Saving, Retirement
Happiness, Beneficiaries
Pursuing "Enough" is Harder Than Pursuing "More"
Saving, Retirement
Happiness, Beneficiaries
Saving, Retirement
Happiness, Beneficiaries
The Best Everyday Miles Credit Cards, Explained
Cash Flow
Credit cards, Miles, Bonuses
The Best Everyday Miles Credit Cards, Explained
Cash Flow
Credit cards, Miles, Bonuses
Cash Flow
Credit cards, Miles, Bonuses
Including I Bonds in Your Financial Strategy
Saving
I Bonds
Including I Bonds in Your Financial Strategy
Saving
I Bonds
Saving
I Bonds
Do You Have a SARSA?
Saving, Retirement
HSA, Benefits, Saving
Do You Have a SARSA?
Saving, Retirement
HSA, Benefits, Saving
Saving, Retirement
HSA, Benefits, Saving

Lifetime Financial is a full-service financial planning and investment management firm founded in 2020 that serves professional households working for the greater good in the DMV area namely in our neighborhood of Takoma Park, Maryland.​ ​

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 us were shot by local photographer, Sam Kittner.

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