ltwealth

Description

Lifetime Wealth a Fee-Only Financial Planner with offices in National Harbor, Maryland, and Alexandria, Virginia.We provide wealth planning and management services over our clients’ lifetimes. We accomplish this in a synergistic manner—integrating your tax, retirement, risk management, investment, estate, and cash flow planning into the ongoing management of your financial portfolio. Our wealth planning and management services provide the most value for those clients who are in life transitions stages (for example, retirement widowhood, divorce) and need to utilize the money that they have acquired to begin drawing an income to completely replace or supplement current income. Therefore, whether you are retirement focused and looking for strategies to make the most of your hard earned assets and turn them into a steady stream of income when you need it, or you are a widow looking for financial advice and support in a comforting and secure atmosphere, you have come to the right place.

As an intern with Lifetime Wealth, this experience has allowed me to recognize the importance of work prior to college. The transition from a high school to college student can be very stressful, but it doesn’t always have to be. If you prepare yourself with work opportunity and strong academics, the journey can be made more smoothly. Volleyball enabled me to attend the college of my dreams, but it was academics and job experience in addition to my athletic skills that helped me get there. It is advantageous when applying to colleges, as well as working jobs during college, that you have had previous experience somewhere in the workforce. Whether you were waiting tables at a restaurant or working for a major corporation in an office, work experience speaks volumes on resumes and applications.

Amy Thompson is the Special Projects Coordinator at Lifetime Wealth. Amy earned a bachelor’s degree in International Studies from George Mason University, and she has completed postgraduate course work in computer science and information technology. Amy’s twenty-plus years as a professional editor are helpful to LWPM in producing documentation and other means of communication. Amy also has considerable experience in developing newsletters and web sites for nonprofit groups. Amy’s responsibilities include website administration and coordinating special events and projects. Amy is from Northern Virginia and lives in the Mount Vernon area with her family.

LWPM provides financial planning and investment management to people (or clients) with different needs; however, we provide the most value to clients who need to generate income from their portfolio. Typically this means retirees and widows. As the principals are both women, we are sensitive to the challenges and needs that come from serving widowed clients, and a significant percentage of LWPM’s clients are widows.

Liz Moult, Director of Client Services for Lifetime Wealth Planning and Management, LLC, brings four years of customer service experience and a passion for changing lives through financial planning. Liz’s responsibilities include records and data management, information and data reporting, implementing compliance policies, data mining, and investment support analysis. In her previous role as sales manager for a healthcare recruiting firm, Liz was responsible for building long-term relationships with her clients, hiring new employees, and acting as the face of her organization. At Lifetime Wealth, Liz can combine her love of finance with her desire to help people create the future they dream of.

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