Centaurus Financial - we invest in your success
CuraDebit Free Debt Analysis
  Home > Financial Services > Accountants > Lifetime Financial Planning, LLC

Lifetime Financial Planning, LLC




Lifetime Financial Planning, LLC was founded and managed by Dean Knepper who is a Certified Public Accountant, Certified Financial Planner Practitioner and a Registered Investment Advisor Representative with twenty eight years of experience as a financial advisor. He is a fee only financial planner who has advised individuals, business owners and employees on a wide range of financial issues. The Company 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 Company is unique in that the firm offers its services to every person on an as needed basis for an hourly fee. There are no requirements as to your income, net worth or the amount of money you have to invest. As they are compensated only on an hourly fee basis, they are able to provide recommendations that are exclusively in their clients' best interests.
 
Several financial advisers provide fee based financial planning, which means they charge a fee for financial advice and also receive commissions on the investment and insurance products they recommend. The Company is a fee only Registered Investment Advisory Firm. The only thing their clients pay for is the time required for a financial adviser to calculate their financial situation and to meet with them to provide specific recommendations.
 
The Company plans on your whole financial situation or on specific topics such as Investments, Cash Flow, Employee Stock Options, Retirement Distributions, College Funding, Employee Benefits, Retirement Planning, Tax Planning, Insurance Needs and Estate Planning.
 
The Company specializes in tax planning and income tax return preparation for rental real estate Schedule E, individuals Form 1040 and single owner businesses such as sole proprietors, single member LLCs Schedule C and S Corporations Form 1120s for independent contractors and other professionals.

The Company mission is to always strive for excellence in providing services to clients, create rewarding career opportunities and maintain sound professional, business and financial standards.

Financial Services Companies all are here at FinancialBrowsers.com

Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.

Back to Accountants

 
 
Infinit-i