Life Financial Planning, Inc.

A premier Financial Planning and Investment Advisory firm serving clients in the metropolitan Washington, DC area

 

Unparalleled knowledge and experience that achieves our clients’ goals

Individualized, comprehensive service that fulfills all our clients’ needs

Fee-only structure that assures our clients impartial, objective advice

The mission of Life Financial Planning is simple:

To provide comprehensive

financial planning and investment advisory services

so that our clients achieve their individualized financial objectives.

Elliot P. Blum, our chief executive officer, is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a Certified Financial Planner™ (CFP™).  Elliot has over 40 years of experience in providing sound financial advice to individuals with a wide range of financial needs.

Take the next step toward financial success!

Contact Life Financial Planning to schedule an initial consultation

 

                                

 
9816 Tibron Court
Potomac, MD   20854
Phone 301-299-4411    Fax 240-331-9191
info@lifefinancialplanning.com


Life Financial Planning, Inc. (LFP) is a Registered Investment Advisor providing comprehensive fee-only financial planning and investment management services to individuals, business and pension trusts. LFP is registered with the state of Maryland and the Commonwealth of Virginia, and may serve clients in these states and those in which it is exempt from registering. We are not providing or offering to provide financial planning or investment advice through this website, which is limited to the distribution of general information on the advisors services. LFPs advisory services are only provided after the delivery of our Form ADV Part II Disclosure and the execution of an Investment Advisory and/or Financial Planning agreement.

The information and opinions in the LFP website and linked websites are provided by LFP for personal use and informational purposes. LFP uses reasonable efforts to obtain information from sources it believes to be reliable. Links to other websites do not constitute or imply a recommendation or endorsement by LFP. Persons obtaining information from this website or accessing links outside this website assume full responsibility for the use of this information and understand and agree that LFP is not responsible or liable for any claim, loss or damage arising from the use of such information.

2017 Life Financial Planning, Inc. All rights reserved.