Broker Check

Our Services

At Life Planning Group, we provide assistance in the following areas:

Personalized Individual Services

  • Life Insurance Policy Stress Test
  • Value Based Estate Planning
  • Asset Management Strategies*
  • Retirement Income Planning
  • Tax Planning Strategies**
  • Insurance Planning & Risk Management

*Securities and Investment Advisory Services offered through Hornor, Townsend and Kent, Inc., (HTK)

**HTK does not offer tax or legal advice. Always consult with a qualified advisor regarding your individual circumstances.

Customized Business Services

  • Succession Planning
  • Retirement Planning
  • Key Executive Retention & Reward Plans
  • Deferred Compensation Plans
  • Qualified Retirement Plans
  • Employee Benefit Plans
  • COLI, BOLI & ESOP Planning
  • Group Health Insurance Plans
  • Voluntary Employee Deduction Plans