Services
Our clients tell us our greatest value is helping them acquire and maintain Lifetime Financial Security, followed closely by peace of mind.
LifePlan Advisors has become the financial ‘quarterback’ for those in retirement and those approaching retirement. We offer free consultations in our office, your home, your business, or by phone. We will listen to your concerns, your objectives, and craft a series of recommendations for you should you seek our guidance.
In order to be the most effective at helping you plan your financial affairs we currently offer the following services:
- ‘Trend Tracking’ Portfolio Management
- Guaranteed Lifetime Income Solutions
- Tax reduction strategies
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.
