Experience the difference a proper office space can make
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. Our office is conveniently located in Leesburg, Virginia (VA), just 3 minutes from the Dulles Greenway Toll Road, and we offer Saturday appointments for your convenience.
Our Mission
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. Our firm was founded and is managed by Dean Knepper, CPA, CFP, 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.
What Makes Us Unique
What sets us apart is our unique approach to financial planning. We offer our services to "everyone" on an as-needed basis for an hourly fee, with no requirements as to income, net worth, or the amount of money you have to invest. Since we are compensated only on an hourly fee basis, we are able to provide recommendations that are solely in our clients' best interests. Unlike most national financial service firms, we do not sell any proprietary investment or insurance products, which means our objectivity is never compromised.
How We Can Help
We offer a wide range of services to help you achieve your financial goals, including:
- Hourly fee consultations to solve your financial problems
- Financial plans with specific recommendations and detailed implementation instructions to help you reach your life goals
- Fee-only investment advice on mutual funds, bonds, college savings plans, and IRAs to help you achieve your college, retirement, and other goals
- Advice on 401k, 403b, 457 & TSP investments, employee stock options, and retirement plan rollovers to maximize employee benefits
- Plan setup and advice on one-person 401k plans for owner-only businesses
- Retirement planning to enable you to retire comfortably at your desired retirement age
- Tax planning and income tax return preparation to increase your net income
- Recommendations on college funding (including section 529 plans and education savings accounts)
- Fee-only advice on cash management and debt reduction for financial peace of mind
- Life, disability, and long-term care insurance needs analysis to ensure you and your family are adequately protected
Why Choose Us
At Lifetime Financial Planning, we understand that procrastination is the greatest obstacle to success. That's why we encourage you to take action and take control of your financial future. Our team of experienced professionals is dedicated to providing you with unbiased advice and guidance to help you achieve your goals. Contact us today to learn more about how our fee-only financial planning services can help you.
Overall Satisfaction and Recommendation
The reviewers have expressed a high level of satisfaction with their experiences with Lifetime, with one reviewer strongly recommending the company.
Positive Aspects
The reviewers have praised the company's trustworthy and honest approach to business. They have had multiple positive experiences with the company, leading to a strong recommendation.
No Negative Comments
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