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LifePlan is a financial planning and Registered Investment Advisory firm headquartered in Westbury, NY. The firm specializes in providing fee-only financial planning services and investment advice to individuals and families. As fee-only advisors, all potential conflicts of interest regarding compensation are removed.
We work with people from all walks of life, providing fee-only financial planning and advice for everyday life. You will have the flexibility to engage us on either a one-time, as-needed, or ongoing basis. Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy, and pass on those you already have - LifePlan can help you along the way.
Your financial objectives may include:
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Ensure retirement income
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Reduce the burden of taxes
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Minimize the effects of inflation
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Create and preserve personal wealth
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Maximize wealth transfer
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Establish charitable legacies
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Reduce the risk of financially devastating events
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Foster peace of mind through proper planning today
To help you reach these important goals, our services include:
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Personal Financial Planning
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Retirement Planning Strategies
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Cash Flow Spending Plan
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College Funding Advice
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Stock Option Advice
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Lump Sum Distribution Advice
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Ongoing Asset Management
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Life and Disability Insurance Needs Analysis
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Second Opinion on Investments or Current Financial Plan
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Financial Seminars for Military, Church and Civic Groupso Corporate Employee Financial Education - Seminars on 401(k)s, Employee Benefits, etc.
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