LifePlan Financial, LLC was founded in 2005. We are an independent Registered Investment Adviser. This designation means we have a fiduciary duty to our clients, obligating us to put our clients’ best interests ahead of our own.
We have track record of successfully guiding our clients through various market cycles over several decades.
LifePlan Financial is a full-service firm, offering investment advisory, investment management, and financial planning services.
As a client, you can expect us to help protect, organize, and enhance your financial resources. Our goal is to build long-term relationships by providing you with a positive experience and delivering peace of mind regarding your financial future through investment management and financial planning.
