"Our mission is to help our clients solve their financial problems and reach their most important life goals by providing sound, straightforward and unbiased fee-only financial planning and advice."

Lifetime Financial Planning was founded and is managed by Dean Knepper, CPA, CFP® who is a CERTIFIED PUBLIC ACCOUNTANT (CPA), CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Investment Advisor Representative with over 30 years of experience as a financial advisor.

In a readers poll conducted by Leesburg Today, Dean was recognized as one of the best financial advisors in Loudoun County Virginia. and has been quoted frequently in the national media on investing, retirement planning, taxes, home financing, 401k plans, IRAs, college 529 savings plans and college financial aid.

He is a fee-only financial planner who has advised individuals, business owners and employees on a wide range of financial issues including: taxes, investments, IRA and 401k plans, employee stock options, college financial aid, 529 college savings plans, Coverdell education savings accounts (ESA), retirement planning, employee benefits and insurance.

Dean is a member of The Garrett Planning Network, a nationwide network of like minded fee-only financial planners and financial advisors. Sheryl Garrett a nationally recognized CERTIFIED FINANCIAL PLANNER™ practitioner and Registered Investment Adviser Representative founded the network with a commitment to provide independent, objective fee-only financial planning and investment advice to all consumers, not just the wealthy.

Hourly fee consultations to solve your financial problems

Financial plans with specific recommendations and detailed implementation instructions to help you to reach your life goals

Fee-only investment advice on mutual funds, bonds, college savings plans and IRAs to help you achieve your college, retirement and other goals

Advice on 401k, 403b, 457 & TSP investments, employee stock options and retirement plan rollovers to maximize employee benefits

Plan setup and advice on one-person 401k plans for owner-only businesses

Retirement planning to enable you to retire comfortably at your desired retirement age.

Tax planning and income tax return preparation to increase your net income

Recommendations on college funding (including section 529 plans and education savings accounts) and college financial aid planning to minimize the cost of college

Fee-only advice on cash management and debt reduction for financial peace of mind

Life, disability and long-term care insurance needs analysis to make sure you and your family are adequately protected

Procrastination is the greatest obstacle to success. Goals won't do you any good and financial problems won't go away unless you take action. We can help by providing you with easily understood recommendations and specific instructions for implementing a plan, which will enable you to reach your goals and solve your financial problems.

Call us today at (703) 779-0515 or inquire to find out more about how a fee only financial advisor and CPA at Lifetime Financial Planning can help you with your financial, tax and investment needs.

Driving directions from cities in Northern Virginia to meet with a fee-only financial planner, investment advisor and CPA at Lifetime Financial Planning in Herndon or Leesburg Virginia (VA).

Driving directions from cities in Maryland (MD) and Washington DC to meet with a fee-only financial planner, investment adviser and CPA at Lifetime Financial Planning in Herndon or Leesburg Virginia (VA).

Are you a member of NAPFA?

Yes, Dean Knepper, CPA, CFP^®, and President of Lifetime Financial Planning, Inc., is a member of The National Association of Personal Financial Advisors (NAPFA). For more than 30 years, NAPFA, with more than 3,000 members across the United States, has been promoting a unique way of financial planning for individuals and families. NAPFA's mission is to provide consumers of all income levels with Fee-Only comprehensive, financial advice.

Comprehensive financial planning means that NAPFA members can counsel you about almost any issue-including ones that you had not considered. NAPFA members are trained experts on retirement, saving for college, insurance, estates, taxes, selling your business, and many more financial issues.

Fee-Only financial planning means that NAPFA members are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products that they recommend. With a NAPFA-Registered Financial Advisor, you are guaranteed complete disclosure of all fees, prior to your engagement. There's no better way to be confident that your advisor is working in your interest, and solely in your interest.

Dean is also a charter member of a national organization of "hourly fee-only" financial planners - The Garrett Planning Network. The rapidly growing group of planners (over 300 members as of October 2017), provide financial planning services on an as-needed basis for an hourly fee. Members of GPN adhere to NAPFA’s philosophy of providing consumers with comprehensive and objective financial advice on a fee-only basis, keeping only the best interests of the client in mind with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product.

Dean is also a CERTIFIED FINANCIAL PLANNER™ professional. CERTIFIED FINANCIAL PLANNER™ certificants are individuals who have met CFP Board's education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board's biennial certification requirements, including continuing education, to use the certification marks CFP^® and CERTIFIED FINANCIAL PLANNER™.

As of May 31, 2017 there are 77,880 CERTIFIED FINANCIAL PLANNER™ certificants of which, according to the CFP^® Survey of Practitioners, 23% or approximately 18,000 are fee-only.

The Certified Financial Planner Board of Standards, Inc. is a professional regulatory organization based in the United States of America that fosters professional standards in personal financial planning so that the public has access to and benefits from competent and ethical financial planning.

COMPLIANCE DISCLOSURE:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Dean E Knepper, President, Lifetime Financial Planning, Inc. or his editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through Lifetime Financial Planning, Inc., a registered investment advisory firm in the state of Virginia.

The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Virginia or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Virginia and certain other states.

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