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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Learn About Financial Planning - Click Here    

The 360 Degrees of Financial Literacy Web site offers general information for managing personal finances and does not recommend specific financial actions.

Click here or the link above for more information.

For financial advice tailored to your situation, please contact me at 740-653-6339.

Money shouldn't drive your future. But neither should debt. It's time for you to take control. Get what you deserve. Not just today. Your whole life. Just remember: small changes add up. Take steps to start saving today and you’ll build a solid financial future tomorrow.

Click here or the link to the right for more information.

 How do you choose a Financial Planner?  Check Consumer's Research Council of America

                   
College Funding

Public institutions inflation-adjusted increase of 8.4% in tuition and fees is larger in 2002-2003 than in any other year since 1987-1988.   A child born today could need at least $160,000 to attend a public college for four years, using an average annual college-cost inflation rate of 6%.
HAVE YOU STARTED SAVING YET?
 

Retirement Planning

In the latest AARP study, nearly 70% of workers who have not yet retired report that they plan to work into their retirement years or never retire, and almost half indicate that they envision working into their 70s or beyond.  The goal of a financially secure retirement is becoming increasingly difficult to achieve.
HOW WILL YOU FINANCE YOUR RETIREMENT?

 

401 K Calculator
 

 

Investment Review

Does your portfolio withstand the ups and downs of the roller coaster ride of the market?
 

Estate Planning

An estate plan directs how and to whom your property will be distributed.  Even with the projected phase out of the estate tax, tax planning continues to play an important role in estate planning.
Do you have the peace of mind of knowing your family will be taken care of according to your desires?
 

Long Term Care

How will you pay for the costs of nursing home care if its needed?

 

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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