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

 

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Have you started saving for your retirement? 

Retirement planning needs to start as early in your career as possible.  Retirement planning involves projecting how much will be needed when you retire, and determining if the resources you currently have, as well as your current savings program is sufficient to meet those needs. 

If they are not, then retirement planning establishes the monthly or annual amounts, and rate of return necessary to achieve your retirement goal.  

If you are uncertain about how much you will need at retirement or if you are currently saving enough, call now to request information or schedule an appointment. 


 

To request information or schedule an appointment,

please call Penny L. Wasem, CPA, CFP at 740-653-6339

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