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