David Creekmore
MBA
Lifetime Financial LLC
Principal
David Creekmore
MBA
Lifetime Financial LLC
Principal
Lifetime Financial serves the needs of nonprofit professionals with fee-only, personal and comprehensive financial planning services for long-term financial success. - David Creekmore, MBA
Fee-Only financial planner located in Takoma Park, MD, serving clients locally and across the country
Helping Those Who Help Others
Lifetime Financial is dedicated to serving the financial planning needs of nonprofit professionals. Our goal is to provide personal and comprehensive financial planning services that will help you build a solid foundation for long-term financial success.
Together we will connect the dots between your financial realities and the life you long to live.
David Creekmore brings over two decades of experience managing the complex budgeting, planning, investment and technology of major nonprofits like Corporation for Public Broadcasting, Internews and Council on Foreign Relations.
Now he’s offering that same expertise to nonprofit professionals like you. Lifetime Financial helps those who help others.
David is a registered investment advisor, a member of XY Planning Network, Fee-only Planning network and the National Association of Personal Financial Advisors, all of which require a strict fiduciary standard and compensation only from you, not from selling you any products or kickbacks.
David Creekmore is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Helping Those Who Help Others
Lifetime Financial is a boutique financial planning service for non-profit professionals that want expert financial answers about retirement, college planning, investing, and insurance. Lifetime Financial helps you build the financial support to lead your best life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Life Planning and goals
- Research Based Investing
- Retirement Income Planning
- SRI-ESG portfolios
Ideal Clients
- Nonprofit Professionals and their families
- Unconventional Lifestyles
- Widows and Widowers with kids
- Major life events
- Government/Teachers
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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David Creekmore is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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David Creekmore is an Associate Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Lifetime Financial LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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David Creekmore is Quoted in InvestmentNews: "THE BITCOIN GAMBLE"
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David Creekmore is Quoted in MarketWatch: "Don't Know Whether to File Taxes Early or Wait? 5 Questions to Help You Sort It Out.
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David Creekmore Contributes to The Huffington Post: "Final Cancer Week 27: The Kids Learn They Will Lose Their Mom To Cancer"
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David Creekmore is Contributes to The Washington Post: "In a letter to his deceased young wife, a husband tells her how the family is"
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Lifetime Financial LLC is a Featured Business on Main Street Takoma
Contact David Creekmore
Office Locations:
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7000 Carroll Ave
#201A
Takoma Park, MD 20912
