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 nearly sixty years of combined experience as investment advisors, successfully guiding our clients through the turbulent market over several decades.
LifePlan Financial is a full-service firm, offering investment advisory, investment management, financial planning, and insurance protection 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.