Strategic Lifetime Planning LLC is dedicated to building and then preserving your financial wealth considering all facets of your personal financial life.

Properly prepared financial plans provide a roadmap to navigate through the various stages of an individual’s life.  First one must understand his or her financial goals and then lay out a plan to achieve those goals. All aspects of one’s current, short-term and long-term goals are considered in the planning phase.  As events dictate change, your plan needs to be updated and adjusted as necessary.  Whether it’s establishing a budget, providing for retirement, saving for college, choosing the right insurance, protecting what you accumulate or any of the above a financial plan will help lead you to financial security.

David M. Corry, CPA/PFS is a personal financial planner and member of the prestigious American Institute of Certified Public Accountants Personal Financial Planning (PFP) Division.  Mr. Corry has been in public accounting and consulting serving a wide range of business industries and individuals for over 35 years.  He has well positioned himself to  provide the utmost professional assistance with his own touch.  Mr. Corry materially participates in and oversees all plan preparations.

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