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Company Profile
Penny L. Wasem, CPA, CFP®, PFS and President of Lifetime Financial Planning Solutions, LLC, provides tax preparation, tax planning and fee-only financial planning advisory services. By not selling any products, I provide financial advice to best assist you with your financial goals, not influenced by any commission-based products.
Member of:
Ohio Society of CPAs, OSCPA Personal Financial Planning
Division;
American Institute of CPAs, AICPA Personal Financial Planning
Division,
and the Financial Planning Association.
I have over 20 years financial advisory experience, with a focus on individuals and small businesses, taxes and tax planning. Over 15 years experience specifically in personal financial planning, including college funding, retirement planning, estate planning, investment review and asset allocation, long term care insurance review, and cash flow planning and budgeting. I provide advisory personal financial planning services on a fee-only hourly basis to individuals and business professionals in the Fairfield County, Ohio and surrounding area.
References can be provided upon request.
Contact Information
- Electronic mail
-
pwasem@lifetimefinancialplan.com
- Telephone/Fax
- 740-653-6339
- Mailing address
- P.O. Box 863, Lancaster, Ohio 43130-0863
Office location
109 East Main Street, Suite 328
Lancaster, Ohio 43130