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 office is located in Leesburg Virginia (VA) (Loudoun County). The office is conveniently located just 3 minutes from the Dulles Greenway Toll Road.
Saturday appointments are available. Lifetime Financial Planning was founded and is managed by Dean Knepper, CPA, CFP(R) who is a CERTIFIED PUBLIC ACCOUNTANT (CPA), CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Investment Advisor Representative with over 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.
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, 529 college savings plans, Coverdell education savings accounts (ESA), retirement planning, employee benefits and insurance.
Saturday appointments are available. Lifetime Financial Planning was founded and is managed by Dean Knepper, CPA, CFP(R) who is a CERTIFIED PUBLIC ACCOUNTANT (CPA), CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Investment Advisor Representative with over 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.
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, 529 college savings plans, Coverdell education savings accounts (ESA), retirement planning, employee benefits and insurance.
Services
Call us today at (703) 779-0515 or inquire for a no-obligation get acquainted meeting, then complete the informational questionnaire.
This is an opportunity for us to exchange information about your needs and objectives, and to further discuss which of our services are right for you.
We will also provide an estimated fee quote.
If you decide to engage our services, we will give you a list of additional information that we will need to begin formulating your financial plan.
You will be asked to gather financial data and complete a cash flow worksheet and risk tolerance questionnaire.
This is an opportunity for us to exchange information about your needs and objectives, and to further discuss which of our services are right for you.
We will also provide an estimated fee quote.
If you decide to engage our services, we will give you a list of additional information that we will need to begin formulating your financial plan.
You will be asked to gather financial data and complete a cash flow worksheet and risk tolerance questionnaire.
Based on a thorough understanding of the client's financial objectives, risk tolerance and investment time horizon; we help them build a diversified portfolio centered around the use of low cost and tax efficient stock index mutual funds.
Our investment philosophy is based on extensive academic research, which has shown that trying to beat the stock market is a "loser's game".
Numerous studies have shown that attempting to select successful (consistent market beating) active investment managers and mutual funds is virtually impossible and prohibitively expensive.
Our investment philosophy is based on extensive academic research, which has shown that trying to beat the stock market is a "loser's game".
Numerous studies have shown that attempting to select successful (consistent market beating) active investment managers and mutual funds is virtually impossible and prohibitively expensive.
Dean Knepper, CPA, CFP(R), founding principal of Lifetime Financial Planning, has been a Certified Public Accountant (CPA) for almost 40 years with tax planning and return preparation experience for individuals, businesses and retirement plans (including individual 401k plans for owner-only businesses).
Dean also has extensive experience in tax and investment planning for employee stock options including nonqualified and incentive stock options.
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.
Dean also has extensive experience in tax and investment planning for employee stock options including nonqualified and incentive stock options.
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.
I didn't have the heart to tell her it actually was bad news, because they were receiving their own money back without interest.
Even though it was forced saving, it would have been better if everything came out even, with no refund.
Once her euphoria eases, I'll suggest that her husband check with his employer to see how much is being withheld from his salary and make a W-2 adjustment to withhold less in 2006.
I'll recommend that he verify those changes to be certain the payroll department made them.
Even though it was forced saving, it would have been better if everything came out even, with no refund.
Once her euphoria eases, I'll suggest that her husband check with his employer to see how much is being withheld from his salary and make a W-2 adjustment to withhold less in 2006.
I'll recommend that he verify those changes to be certain the payroll department made them.
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