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.
Strategic Lifetime Planning LLC is a division of Bruno, DiBello & Co., L.L.C., a multi-dimensional public accounting firm organized in Passaic County, NJ in 1980. Visit www.bdcollc.com
Strategic Lifetime Planning LLC was organized to assist clients in planning for current and future events so that they may realize their financial goals for years to come. As a member of the prestigious AICPA Personal Financial Planning (PFP) Division. Strategic Lifetime Planning LLC is well positioned to provide financial plans tailored to each client's specific situation.