Financial Advisor and Coach
A Tireless Advocate for the Mature Single Woman
Fact: Women’s pensions and social security benefits are usually less than their male counterparts
Fact: Women statistically live longer than men
Fact: 9 out of 10 women manage their finances alone at some point in their lives
Fact: Many newly divorced and widowed women make hasty and ill advised decisions
Solution: Seek the guidance of experienced professionals concerning tax, legal and financial matters
Our Valued Clients
Steve’s special expertise is working closely with the mature single woman. The reason for this service is throughout his career he has seen too many women, particularly the newly divorced or widowed, taken advantage of by some in the financial services arena.
Steve has made it his mission to help as many women as he can make sense of the complexities of the world of finance, in a transparent and holistic manner.
Contact Steve by phone or email now for an initial, no obligation consultation.
Phone: 386 236-9681 888 320-9624
LifePlan Advisors is licensed with all required regulatory bodies as a Registered Investment Advisor. The firm will not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state “de minimus” exemption. Each state has its own minimum requirements, and all Registered Investment Advisory firms and representatives are legally bound by those requirements.
This web site does not provide investment advice, nor does it constitute an offer to provide investment advice to any individual or any other entity in any state or jurisdiction.