We put clients’ interests above all else
ifePlan Group is an independent Registered Investment Advisory firm which requires us to work in your best interest.
We work for you, not a brokerage company. We take pride in working with our clients as a fiduciary
, it allows us to work with a higher standard.
LifePlan was founded in 2003 with a simple mission: put the client first. Using that as a baseline for everything we do, we have become our clients’ advisor that they can count on. To our clients, we are their ‘retirement coach,’ helping them make wise financial decisions so they can enjoy the best years of their life. Proper planning is critical for a successful retirement, which is why we work to build strong retirement plans that are focused on our clients’ vision for retirement.
To do this, we start with one question that guides all of our planning, “What’s the purpose of your money?” The most important part of retirement planning isn’t the numbers, it’s what’s behind the numbers, we call it the true purpose of your money. Now a days you can find plenty of advice all over, but who do you trust? We’ve chosen to set our self apart with complete transparency on how we are licensed and how we get paid. It’s what we like to call The LifePlan Difference.