What Our Team Can Do for You

LifePlan is dedicated to the Financial Planning Process. Our clients are committed to planning their wealth, securing their lifestyle and achieving peace of mind. Our clients share their hopes, dreams, needs and goals; we listen and we help them understand their options. We work with our clients to develop a plan that reflects their own unique situation, while putting our knowledge and experience to work for their benefit.

About LifePlan

At LifePlan, we define our success by the results we achieve for our clients. We place the highest priority on providing our clients with “easy to understand” solutions to their financial needs. We put our clients first, treating their finances as if they were our own. We are committed to our work, and we enjoy it. We believe our clients will recognize our efforts and refer us to others who can benefit from our services.

Peace of Mind

At LifePlan, we understand that financial planning is about more than finances - it’s about helping clients to preserve and grow their assets in a way that meets their personal goals. We work hard each day to ensure our clients have the peace of mind that comes from knowing they have a trusted advisor committed to working with them to make their dreams a reality.

Cooperation and Service

We take the “team approach” to financial planning. We encourage involvement, and cooperation is the cornerstone of our client’s relationships. We recognize that planning is a life long process, and that our client’s needs and lives will change over time, so we continue to be a source of experience and service for them as time passes.

A Distinct Difference

We realize our clients have options when it comes to choosing a financial planning partner, and believe they deserve the very best we have to offer. We do our best work with clients who understand the value of comprehensive planning, have investable assets in excess of $250,000 and who are willing to participate in the ongoing planning process.

A Word About Financial Planning

A Certified Financial Planner (CFP®) is defined by the Certified Financial Planner Board of Standards as: A financial planner is someone who uses the financial planning process to help figure out your life goals.

The planner can take a “big picture” view of your financial situation and name financial planning recommendations that are right for you.

The planner can take a “big picture” view of your financial situation and name financial planning recommendations that are right for you. The planner can look at all of your needs including budgeting and saving, taxes, investments, insurance and retirement planning. Or, the planner may work with you on a single financial issue but within the context of your overall situation. This big picture approach to your financial goals sets the planner apart from other financial advisers, who may have been trained to focus on a particular area of your financial life.