Email pwasem@Lifetimefinancialplan.com

Financial Planning

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Whether planning for retirement or for a child's college education, financial planning is the cornerstone for meeting your goal. We help individual and business clients with a full array of planning tools. Our planning also incorporates tax and estate planning.  Our firm does not sell any investment or insurance products. Financial planning services are hourly based, fee-only.

Tax planning, tax preparation, financial planning including retirement planning, college funding, investment advisory services, estate planning - helping you create the plan to reach your financial goals throughout your lifetime.  

To get started on your financial plan, complete the questionnaire at the link below, save and then email it to me.
You can also request a secure link to upload your completed questionnaire.

https://www.moneytree.com/wp-content/uploads/2020/08/AdviseQuestionnaireDetailedFillable.pdf

 

 

 

 

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