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Lifetime Financial
7000 Carroll Avenue, Takoma Park, Maryland, United States
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About the Lifetime Financial
Lifetime Financial is a boutique financial planning service located at 7000 Carroll Avenue in Takoma Park, Maryland, United States. Specializing in serving non-profit professionals, Lifetime Financial offers expert advice on retirement planning, college planning, investing, and insurance. As a full-service, fee-only independent financial advisor firm, Lifetime Financial is dedicated to providing personalized and comprehensive financial planning services to help clients achieve long-term financial success.
Led by President and Principal David Creekmore, who has over two decades of experience as a CFO of major nonprofit institutions, Lifetime Financial understands the unique financial challenges faced by nonprofit professionals. The institution offers a discount to households with at least one income from a nonprofit organization, recognizing the financial constraints that these individuals often face.
With a focus on building a solid foundation for long-term financial success, Lifetime Financial takes a holistic approach to financial planning. The institution employs academic research to create customized portfolios with better diversification, helping clients invest in socially responsible ways. As a fiduciary, Lifetime Financial acts solely in the best interest of its clients, providing more services than typical financial advisors.
In addition to traditional financial planning services, Lifetime Financial also offers insights on current economic trends, tax management strategies, and legislative changes affecting retirement planning. With a commitment to helping clients lead their best lives, Lifetime Financial emphasizes the importance of life planning exercises to align financial goals with personal fulfillment.
Through informative blog posts and discussions on topics such as life insurance, tax deductions, and retirement planning, Lifetime Financial aims to empower clients to make informed financial decisions. By staying up-to-date on industry trends and regulatory changes, Lifetime Financial provides clients with the knowledge and tools needed to navigate the complex world of finance with confidence.
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7000 Carroll Ave Ste. 201A, Takoma Park, MD 20912, United States
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