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About Us

A Trusted Partner for the Road Ahead

Our Primary Purpose

LifePlan Financial was established in 2007, with the goal of educating and empowering clients in every aspect of their financial lives. We don’t just manage your investments—we help you understand how those investments work for you. We don’t simply create a financial plan—we partner with you to determine the best path to your financial goals, and ensure you understand the milestones to meet along the way.

As a comprehensive wealth management firm, it’s our goal to become a long-term partner for every aspect of your financial life. From designing your first investment portfolio to ensuring proper distribution of your retirement funds, LifePlan Financial is a partner you can trust throughout your financial journey.

Nearly 30 Years of Experience

Client Centered

Our team at LifePlan Financial brings nearly 30 years of experience to the table for our clients. With a deep understanding of retirement, estate, tax, and insurance planning—as well as a background in education—we’re uniquely poised to support you in every facet of your finances. 

When you work with us, you get more than a financial plan; you get a life plan.

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