Who can give you sound financial advice? At LifePlan Financial, we provide unbiased professional advice and work as an advocate for your financial future. LifePlan Financial is a Registered Investment Adviser. This means that we must keep your best interests at the forefront in everything we do.
Most advisors in our area are brokers as well as advisors, meaning they receive commissions based on their recommendations. While their recommendations may put your interests first, they are not required to do so. With our experience and fiduciary responsibility, you can count on sound advice tailored to your needs.
At LifePlan Financial, we have the experience necessary to build an investment portfolio specifically for your needs. We help coordinate a diversified group of investments with your goals, financial situation, risk tolerance and time horizon in mind. We monitor the portfolio continuously to assure compliance with time-tested strategies for investment growth, steady income and capital preservation.
Communication and understanding are critical in a successful relationship between advisor and client. We are committed to a client engagement policy that includes on-line access to accounts, quarterly performance reporting, accessibility to advisors and staff for service needs and regular meetings to review your portfolio and update your financial plan.
Many of our clients have been with us for over 20 years and we are working with second and third generations. We consider them as friends and enjoy serving them. In fact, our clients enjoy our services so much that nearly 100% of our new clients are referrals from existing clients. We hope you will consider our firm for your investment advisory needs. Call us for a free introductory appointment.
