Firm Information

Life Planning Group is a firm that specializes in understanding the needs and financial concerns of individuals and business owners.  We work with people to develop and implement creative, customized solutions to help reach their financial goals.

Our firm has over 50 associates who are experts in the areas of investment planning*, retirement planning, employee benefit programs, estate planning, executive benefit plans, and fee based financial planning*.

Every client of our firm is assigned a team of specialists to assure the highest degree of personalized service.

In addition to our in-house services, we maintain strategic partnerships with individuals and firms across the nation to assure that we provide our clients with the best talent and creative minds available to address their financial concerns.