Services

The “Coach” is an Integral Part of Your Team!

LifePlan Advisors has become the financial “Coach” for the mature single woman. We offer free consultations in our office, house calls in your home, your business, or by phone.  We will listen to your concerns, your objectives, make our diagnosis, and craft a series of recommendations should you seek our guidance.

In order to be the most effective at helping you plan your financial affairs we currently offer consultation and advising on the following services:

  • State of the Art, Low Cost Investment Management
  • Guaranteed Lifetime Income Solutions
  • Tax reduction strategies
  • Creative Long Term Care Solutions

There is no charge for an initial consultation. Contact us by phone or email.

386 236-9681                888 320-9624                shood@iramanage.com

 

Our Journey Together

There are of course many areas to manage throughout our lifelong journey. These include but are not limited to health, legal, tax issues, and more. We work diligently to foster relationships with the best qualified and most client centered advisors in every professional discipline important to our client’s total well being.

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