NAPFA: The National Association of Personal Financial Advisors

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Lifetime Wealth Planning and Management LLC

This Office:

120 Waterfront Street, Suite 410
National Harbor, MD 20745
Phone: (703) 519-1254

Other Offices:

211 North Union Street, Suite 100
Alexandria, VA 22314
Phone: (703) 519-1254
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Carolyn T. Walder

(CFP®)

This advisor specializes in the following areas of expertise:

  • Ongoing Investment Management
  • Financial Issues Between Generations
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues
  • Retirement Plan Investment Advice

Planning Specialties

Comprehensive planning, management and ongoing advisory services to widows, widowers and others in life transitions, including retirees.   Special expertise in providing investment management for income needs in retirement and for widows/widowers needing to replace income.

Additional Information

Our primary goal is to serve those clients who are most vulnerable to predatory practices. This includes those (usually women) who are inexperienced in financial and portfolio management, yet are reliant on invested assets to provide all or almost all of their income.

NAPFA Start Date

February 05, 2002

Industry Start Date

January 01, 1997