About Us:

Life Plan Strategies L.L.C. is a fee-only financial planning and Registered Investment Advisory firm. The firm specializes in providing fee-only financial planning services and investment advice tailored to fit the needs of individuals, families, and business owners from all walks of life and income brackets.

When your future is at stake we hope you will seek advice you can trust. An objective voice to help you make important financial decisions. At Life Plan Strategies LLC we show our honesty and integrity by putting your interests first. We do this by reducing the potential for conflicts of interest which is why you, the client, pays us, rather than a third party. We also as Registered Investment Advisors have a Fiduciary level of responsibility to our clients.

As a fee-only financial planning and advisory firm, we charge for our services by the hour, project and/or on a retainer based upon the length, duration and type of service provided. We have no client minimum size requirements. We can prepare a comprehensive financial plan, or focus only on those issues that concern you at the moment. So, whether your question is large or small give us a call, let us help.

Our Services:

We provide services by the hour and/or for a fixed fee. We operate similar to an accounting, law, or medical practice. We have no minimum client size. We offer one-time or ongoing advice on your comprehensive financial picture or on specific topics such as:

Financial Consulting
Investments/Asset Allocations
Money Manager Selection
Retirement Planning
Retirement Plan Selection (For Businesses)
Individual Retirement Accounts
Tax Planning
Estate Planning
Education Planning
Second Opinions
Financial Coaching
Succession Planning
Cash Flow/Cash Management
Cash Resource Design^TM
Comprehensive Financial Plan
Workshops/Seminars

Our Staff:

Loreine Smith C.P.A., CFP^TM is the founder of Life Plan Strategies LLC. Loreine is a Certified Public Accountant licensed in the State of Texas and a CERTIFIED FINANCIAL PLANNER certificant. She also has achieved the Accredited Asset Management designation from the College of Financial Planning. She has over 17 years of experience in public accounting working with all types of issues. Her focus now is predominately financial planning, tax and business consulting. She is a graduate of UT Arlington, and has served on numerous non profit boards including co- founding Dallas CPA Study Group and Women Connecting Women.

This is Not a CPA Firm

CFP^TM, CERTIFIED FINANCIAL PLANNER and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

footer