Lifetime Financial Planners builds lifelong relationships with clients by passionately, prudently, and patiently designing financial independence plans customized to their specific needs.

Clients We Serve | Wealth Plans | Lifetime Financial Planners

For 20+ years, I have served and delivered significant value to diverse clients with a variety of financial planning needs, including:

  • Business Executives & Rainmakers
  • Retired Military & Government Executives
  • Self-Employed Professionals
  • Young Professionals with $150,000+ household income

In addition to wide-ranging financial planning capabilities, Lifetime Financial Planners has specialized expertise navigating the complexities of Executive Compensation plans and unique Tax Planning opportunities including Restricted Stock (RS), Restricted Stock Units (RSUs), Performance Shares (PS), Non-Qualified Stock Options (NQSO), Employee Stock Purchase Plans (ESPP), Non-Qualified Deferred Compensation Plans (NQDC), Net Unrealized Appreciation (NUA), 457(b) “Double-Limit Catch Up” provisions, and 457(f) Non-Qualified Deferred Compensation Plans.

I have been fortunate to provide independent Financial Planning, Investment Management, and Tax Planning strategies to select clients and their families at numerous Privately-Held and Public Companies including: