Lifetime Financial Planning Solutions, LLC, led by Penny L. Wasem, offers financial planning services to individuals. Penny does not sell investment or insurance products, nor does she accept referral fees. As a CPA, she also provides accounting, tax planning, and tax preparation services to individuals, small businesses, nonprofits, estates, and trusts. Financial planning is tailored to each client's needs, and she does not manage client assets.
Assets Under ManagementN/A
Clients5
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Lifetime Financial Planning Solutions, LLC charges $200/hour for financial planning services. Flat fee estimates are typically provided before beginning an engagement based on this rate. Final invoices are presented upon completion of the written plan.
Hourly Rate:$200/hr
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