Penny L. Wasem, CPA, CFP, PFS and President of Lifetime Financial Planning Solutions, LLC.
B.B.A. from Ohio University, major in accounting and business pre-law, minor in mathematics.
Penny opened Lifetime Financial Planning Solutions, LLC in April, 2003. Prior to opening her own business, she was a shareholder and Vice President of a local CPA firm (1990-2003). She also worked for five years (2003-2008) as the Financial Officer of the Fairfield County Foundation. Penny became licensed as a CPA in 1988 and as a CFP in 1992.
Over 40 years of financial advisory experience, with a focus on individual and small business taxes and tax planning. Over 30 years experience specifically in personal financial planning.
Member of :
Ohio Society of CPAs.
American Institute of CPAs.
National Association of Tax Practitioners
pwasem@Lifetimefinancialplan.com
Joyce H. Snyder, EA
B.S. Ed and A.A.B. from Ohio University. Over 35 years experience in tax preparation.
Joyce began working with Lifetime Financial Planning Solutions, LLC in 2013.
jsnyder@Lifetimefinancialplan.com
Kim Nauman
Administrative Assistant/Office Manager.
Kim began working with Lifetime Financial Planning Solutions, LLC in 2013.
knauman@Lifetimefinancialplan.com
At Lifetime Financial Planning Solutions, LLC, we are committed to providing personalized, objective, and professional financial guidance to individuals, small businesses, and nonprofit organizations.
Our practice is built on the belief that effective financial decisions begin with sound tax planning. By combining expertise in taxation and financial planning, we help clients make informed decisions that support both their current needs and long-term goals.
Our areas of expertise include:
- Individual tax preparation and proactive tax planning
- Tax services for trusts, estates, small businesses and nonprofit organizations
- Payroll tax preparation and reporting
- QuickBooks® and accounting software assistance
- Comprehensive financial planning, including retirement planning, college funding, cash flow analysis, and investment planning
As a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®) professional, and Personal Financial Specialist (PFS), I provide integrated advice that considers the tax implications of every financial decision. Financial planning services are offered on a fee-only, hourly basis, and we do not sell investment or insurance products. This allows us to provide objective recommendations that are focused solely on your best interests.
We are committed to maintaining the highest professional standards through ongoing continuing professional education, enabling us to stay current with changing tax laws, financial planning strategies, and accounting practices. By combining experienced advice with today's technology, we provide accurate, efficient, and responsive service to every client.
To learn more about the services we offer, please visit our Services page. If you have questions or would like to schedule a consultation, we invite you to contact us. We look forward to helping you achieve your financial goals with confidence.