


Lifetime Financial Planning Solutions
Accounting • Lancaster, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | 109 E. Main Street, Suite 328, P.O. Box 863, Lancaster, OH 43130, US |
| Phone number | +17406536339 |
| Website | |
| NAICS | 5412 |
| SIC | 628 |
| Keywords | Trusts, Estates, Tax, Financial Planning, Nonprofits |
| Founded | 2003 |
| Employees | 1-10 |
| Socials |
Key Contact at Lifetime Financial Planning Solutions
Penny Wasem
Owner
Lifetime Financial Planning Solutions Email Formats
Lifetime Financial Planning Solutions uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@lifetimefinancialplan.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@lifetimefinancialplan.com | 100% |
About Lifetime Financial Planning Solutions
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.
Lifetime Financial Planning Solutions revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Accounting industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Lifetime Financial Planning Solutions has never raised funding before.
Lifetime Financial Planning Solutions Tech Stack
Discover the technologies and tools that power Lifetime Financial Planning Solutions's digital infrastructure, from frameworks to analytics platforms.
Web servers
CDN
Security
Rich text editors
Tag managers
Hosting
JavaScript libraries
JavaScript libraries
Programming languages
Font scripts
UI frameworks
JavaScript libraries
Frequently asked questions
4.8
40,000 users



