Lifetime Financial Planning Solutions

Accounting for Legal Practices · Ohio, United States · 1-10 Employees

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Overview

Headquarters

109 E Main St Ste 328, Lancaster, Ohio, ...

Phone Number

(740) 653-6339

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lifetime Financial Planning Solutions

Lifetime Financial Planning Solutions LLC, led by Penny L. Wasem, CPA, CFP, PFS, offers tax and financial planning services to individuals, as well as consulting, accounting, and accounting software support to small businesses and nonprofit organizations. Their services include tax preparation, accounting, and financial planning, aimed at helping clients navigate complex financial situations. The company also provides resources such as newsletters, tax tips, and financial calculators to assist clients in budgeting and financial decision-making. With a focus on personalized service, they strive to help clients achieve clarity in their financial planning and tax obligations.Explore more
Lifetime Financial Planning Solutions's Social MediaPopular SearchesLifetime Financial Planning Solutions LLCLifetime Financial PlanningLifetime Financial Planning IncLifetime Financial Planning SolutionsWasem L Penny, CPA CFPSIC Code 87,872NAICS Code 54,541Show more

Lifetime Financial Planning Solutions Org Chart

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Lifetime Financial Planni...

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2003
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Kim NaumanAdministrative Assistant
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2006
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Melissa SiegelPractice Manager
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Travis ElmoreCertified Public Accountant
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Lifetime Financial Planning Solutions is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Lifetime Financial Planning Solutions is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Lifetime Financial Planning Solutions.

Lifetime Financial Planning Solutions Tech Stack

A closer look at the technologies used by Lifetime Financial Planning Solutions

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Lifetime Financial Planning Solutions

What is Lifetime Financial Planning Solutions's official website?
Lifetime Financial Planning Solutions's official website is www.lifetimefinancialplan.com
What is Lifetime Financial Planning Solutions's Revenue?
Lifetime Financial Planning Solutions's revenue is <$5 Million
What is Lifetime Financial Planning Solutions's SIC code?
Lifetime Financial Planning Solutions's SIC: 87,872
What is Lifetime Financial Planning Solutions's NAICS code?
Lifetime Financial Planning Solutions's NAICS: 54,541
How many employees does Lifetime Financial Planning Solutions have?
Lifetime Financial Planning Solutions has 1-10 employees
What industry does Lifetime Financial Planning Solutions belong to?
Lifetime Financial Planning Solutions is in the industry of: Accounting for Legal Practices, Business Services
What is Lifetime Financial Planning Solutions competition?
Lifetime Financial Planning Solutions top competitors include: JLM & Associates, Bfc Tax & Accounting Services, Thackston & Associates, The Marex Group
What technology does Lifetime Financial Planning Solutions use?
Some of the popular technologies that Lifetime Financial Planning Solutions uses are: Google Font API, GoDaddy DNS, Linode, Google Maps API
How do I contact Lifetime Financial Planning Solutions?
Lifetime Financial Planning Solutions contact info: Phone number: (740) 653-6339 Website: www.lifetimefinancialplan.com
What does Lifetime Financial Planning Solutions do?

Lifetime Financial Planning Solutions LLC, led by Penny L. Wasem, CPA, CFP, PFS, offers tax and financial planning services to individuals, as well as consulting, accounting, and accounting software support to small businesses and nonprofit organizations. Their services include tax preparation, accounting, and financial planning, aimed at helping c... lients navigate complex financial situations. The company also provides resources such as newsletters, tax tips, and financial calculators to assist clients in budgeting and financial decision-making. With a focus on personalized service, they strive to help clients achieve clarity in their financial planning and tax obligations.Read More

What are Lifetime Financial Planning Solutions social media links?
Lifetime Financial Planning Solutions Linkedin page Lifetime Financial Planning Solutions Twitter page Lifetime Financial Planning Solutions Facebook page
Is Lifetime Financial Planning Solutions a public company?
Lifetime Financial Planning Solutions is private company therefore does not currently have an official ticker symbol
See more information about Lifetime Financial Planning Solutions

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