Lifetime Financial Planning Solutions, LLC

Penny L. Wasem, CPA, CFP®

109 East Main Street, Suite 328
(Fairfield Federal Building)
P.O. Box 863, Lancaster, Ohio 43130  740.653.6339     

pwasem@lifetimefinancialplan.com

 

Have you thought about long term care insurance, and maybe even obtained a quote, but are unsure if the policy is right for you?  Perhaps you have obtained quotes on several policies, but are unsure how to compare these policies, other than price?

Lifetime Financial Planning Solutions, LLC can assist you with comparing policies and reviewing the various options available.  I do not sell any products, or accept any referral fees or commissions.  Financial plans, including long-term care policy review are prepared on an hourly, fee-only basis. 


To request information or schedule an appointment,

please call Penny L. Wasem, CPA, CFP at 740-503-2163

or email:  pwasem@lifetimefinancialplan.com

  

 

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.
Copyright © 2007 Lifetime Financial Planning Solutions, LLC