Life Plan Strategies, LLC is an independent fee-only Financial Planning and Registered Investment Advisory firm. We understand that clients are seeking unbiased advice and guidance in making their financial decisions, therefore we offer no product sales.

We are here to help clients reach their financial goals. At Life Plan Strategies LLC we keep in mind that financial decisions have real life consequences and real life benefits. We are here to direct, provide solutions and help you sort through the maze of options, opportunities and choices available as you strive to reach your financial objectives. We focus on helping you reach the decisions that fit your circumstances while providing a comfortable and safe space to discuss your finances.

Envision a life where you...

• Have clarity regarding your financial goals
• Understand the financial impact of the decisions you make
• Have agreement with your partner on how to utilize your money resources
• Feel more organized and in control of your finances
• See your dreams become a reality
• Minimize or Avoid major financial mistakes
• Know that your Advisor has a Fiduciary Responsibility to place your interests before their own

At Life Plan Strategies helping clients achieve this vision is our passion. We focus on aligning your goals and dreams with your financial resources and choices. As a Registered Investment Advisor, Life Plan Strategies LLC, has a fiduciary duty to its clients.

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

Contact Us and Let's Begin Planning Today