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Additional information |
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Lifetime Financial Planning, Inc. |
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Overview:
Lifetime Financial Planning, Inc. is an hourly fee-only financial, tax and investment planning and advisory firm serving all of Northern Virginia (VA), Frederick and Montgomery Counties in Maryland (MD), and Metro DC. The Firm's offices are located in Herndon Virginia (VA) (Fairfax County) and Leesburg Virginia (VA) (Loudoun County). Both offices are conveniently located just 3 minutes from the Dulles Toll Road. Saturday appointments are available. Driving Directions
"Our mission is to help our clients solve their financial problems and reach their most important life goals by providing sound, straightforward and unbiased fee-only financial planning and advice."
Lifetime Financial Planning was founded and is managed by Dean Knepper, CPA, CFP® who is a CERTIFIED PUBLIC ACCOUNTANT (CPA), CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Investment Advisor Representative with 30 years of experience as a financial advisor.
In a readers poll conducted by Leesburg Today, Dean was recognized as one of the best financial advisors in Loudoun County Virginia. and has been quoted frequently in the national media on investing, retirement planning, taxes, home financing, 401k plans, IRAs, college 529 savings plans and college financial aid.
He is a fee-only financial planner who has advised individuals, business owners and employees on a wide range of financial issues including: taxes, investments, IRA and 401k plans, employee stock options, college financial aid, 529 college savings plans, Coverdell education savings accounts (ESA), retirement planning, employee benefits and insurance.
Dean is a member of The Garrett Planning Network, a nationwide network of like minded fee-only financial planners and financial advisors. Sheryl Garrett a nationally recognized CERTIFIED FINANCIAL PLANNER™ practitioner and Registered Investment Adviser Representative founded the network with a commitment to provide independent, objective fee-only financial planning and investment advice to all consumers, not just the wealthy.
He is also a member of The National Association of Personal Financial Planners (NAPFA), an organization dedicated to providing consumers with comprehensive and objective financial advice on a fee-only basis, keeping only the best interests of the client in mind with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product. |
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