Find the Certified Financial Planner™
Who's right for you.

Penny L. Wasem, CFP®, CPA, PFS

Lifetime Financial Planning Solutions

109 E Main St
Ste 328
Lancaster, OH 43130-0863
Phone: (740) 653-6339
Fax: (740) 653-6339

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Retirement
  • Long-term Care
  • Personal Taxes

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.