Lifetime Estate & Retirement Planning Group

Lifetime, located in Northern Virginia, provides comprehensive financial and estate planning services, with particular expertise in coordinating investment planning and use of trusts for individuals and families.

We are dedicated to serving our clients with integrity and strive to earn our clients' trust and confidence.  Lifetime offers an independent perspective and provides unbiased, knowledgeable advice.  As an independent financial advisor, we work exclusively for the benefit of our client and strive to meet or exceed ethical standards to act in each client's best interests.

We listen closely to our clients to understand their needs and goals for themselves and loved ones.  Lifetime is with you every step of the way: retirement planning, income and asset preservation while in retirement and through the difficult times of a spouse passing or transition of their estate to the next generation.

Family meetings are common for Lifetime.  We welcome family members who are advisors for our clients and include them to the level our client prefers.  Additionally, we meet with the family to explain their role in an estate plan or educate them in the principles of sound financial planning.

Lifetime further serves our clients by interacting with their professional advisors or bringing together a team of professionals to provide quality advice.  Lifetime has developed a network of independent attorneys, accountants and other professionals that are experienced working with trusts and estate issues.