Our mission at Life Planning Group is simple. We are dedicated to educating our clients to help them fulfill their financial goals. We offer relevant experience, personalized attention, and outstanding resources. Our financial and insurance associates listen intently, recommend thoughtfully, and care genuinely- about you, your family and your business.
Our associates are highly competent professionals, respected for their precise expertise, product knowledge and commitment to professional growth. Our stringent code of ethics places the clientís needs above all others and demands uncompromising integrity in every aspect of our business.
If you donít have the definite answer to this daunting question, donít feel alone. The majority of Americans canít confirm that they will have enough retirement income. At Life Planning Group, our focus will be to help design a solid, balanced investment plan that focuses on your unique long term goals, and your ability to help sustain your desired lifestyle in your retirement.
The baby boomer generation will create an unprecedented shift from asset accumulation to asset distribution in the next couple of years. Obviously, people will be faced with many choices and decisions. Through our process, we will guide you through the confusion and anxiety and help you make the right decisions for your future.
Some of our retirement planning services include:
- 401(k) rollovers
- 401(k) plan management
- Roth IRAs
- Wealth transfers
- Long term care planning
- Open door consulting
Estate planning can, in some situations, be fairly simple and in others very complex. The amount of wealth, the distribution of that wealth, and other factors will impact the level of planning that is necessary. We carefully analyze your goals and concerns, your assets and how they are owned, and your family and/or business structure. We can help you to create a plan that will allow you to achieve your desired legacy for future generations.