Thoughtful Planning for Life & Legacy

Company Information

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 track record of successfully guiding our clients through various market cycles over several decades.

LifePlan Financial is a full-service firm, offering investment advisory, investment management, and financial planning 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.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of LifePlan Financial, LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by LifePlan Financial, LLC, a Registered Investment Advisor with the Securities and Exchange Commission.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

The inclusion of any link is not an endorsement of any products or services by LifePlan Financial, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither LifePlan Financial, LLC, nor any agency, officer, or employee of LifePlan Financial, LLC, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.