LIFETIME FINANCIAL PLANNING SOLUTIONS LLC

Invest in the Chamber • Invest in the Community

LIFETIME FINANCIAL PLANNING SOLUTIONS LLC

Categories

Financial PlanningTax Services
109 E. Main St., Ste. 328 PO Box 863 Lancaster Ohio 43130

(740) 653-6339

(740) 422-1731

Send Email

http://www.lifetimefinancialplan.com

Hours:

Monday - Friday, 9am - 4pm

Driving Directions:

We are located in the Fairfield Federal Savings & Loan building on the corner of Broad & Main St in downtown Lancaster, Ohio.
Parking is available behind the bank off Broad Street.
About Us

We provide tax and financial planning services to individuals, as well as tax, consulting, accounting and accounting software support to small businesses and nonprofit organizations.
Rep/Contact Info

View Personal Bio

Ms. Penny L Wasem

Penny L. Wasem, CPA, CFP, PFS and President of Lifetime Financial Planning Solutions, LLC.
B.B.A. from Ohio University, major in accounting and business pre-law, minor in mathematics.
Penny opened Lifetime Financial Planning Solutions, LLC in April, 2003. Prior to opening her own business, she was a shareholder and Vice President of a local CPA firm (1990-2003). She also worked for five years (2003-2008) as the Financial Officer of the Fairfield County Foundation. Penny became licensed as a CPA in 1988 and as a CFP in 1992.

Over 35 years of financial advisory experience, with a focus on individual and small business taxes and tax planning. Over 30 years of experience specifically in personal financial planning.

Ms. Penny L Wasem

CPA, CFP. PFS

Phone: (740) 653-6339

Fax: (740) 422-1731

Send an Email

109 E.MAIN STREET, SUITE 328 LANCASTER OH 43130
Share

Print Email Facebook Twitter LinkedIn

Tell a Friend

LIFETIME FINANCIAL PLANNING SOLUTIONS LLC

Categories

About Us

Rep/Contact Info

Ms. Penny L Wasem CPA, CFP. PFS

Ms. Penny L Wasem

CPA, CFP. PFS