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. Fee only financial planning. Income tax preparation for individuals, small businesses, nonprofits, trusts and estates. Payroll tax preparation. Quickbooks, Peachtree and other accounting software support.
View Top Employees from Lifetime Financial Planning Solutions, LLCWebsite | http://www.lifetimefinancialplan.com |
Revenue | $186000 |
Employees | 2 (2 on RocketReach) |
Founded | 2003 |
Address | 109 E Main St Ste 328, Lancaster, Ohio 43130, US |
Phone | (740) 653-6339 |
Fax | (740) 422-1731 |
Technologies |
JavaScript,
HTML,
Google Analytics
+13 more
(view full list)
|
Industry | Accounting, Finance General, Finance |
Competitors | David Burd Tax Preparation, Korbitz Financial Planning LLC, Radnor Financial Advisors, LLC, Sarika Agarwal CPA PLLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
Looking for a particular Lifetime Financial Planning Solutions, LLC employee's phone or email?
The Lifetime Financial Planning Solutions, LLC annual revenue was $186000 in 2024.
Penny Wasem is the Owner of Lifetime Financial Planning Solutions, LLC.
2 people are employed at Lifetime Financial Planning Solutions, LLC.
Lifetime Financial Planning Solutions, LLC is based in Lancaster, Ohio.
The NAICS codes for Lifetime Financial Planning Solutions, LLC are [5239, 523, 52, 52393].
The SIC codes for Lifetime Financial Planning Solutions, LLC are [628, 62].