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Lifetime Financial Planning Solutions, LLC Penny L. Wasem, CPA, CFP® 109 East Main Street, Suite 328 pwasem@lifetimefinancialplan.com
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Company ProfilePenny 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: 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.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. Send mail to
pwasem@lifetimefinancialplan.com with
questions or comments about this web site.
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