Entities

Life Planning Partners

Life Planning Partners is a boutique financial planning firm that serves as a fiduciary for its clients. The firm assists clients in estate planning, insurance shopping, tax planning, mortgage shopping, and auto purchasing assistance. Life Planning Partners also meets with you and your attorneys, insurance agents, and accountants to make sure all understand the master plan and are working together to help you reach your goals.

ONGOING SERVICES

  • Yearly goal tracking
  • Ongoing asset and investment management
  • Cash flow planning
  • Regular tax planning¬†
  • Regular review of estate plan and beneficiary designations
  • Yearly update of insurance needs
  • Major expense planning
  • Long-range and lifestyle planning