Retirement Planning Services

LifePlan is a financial planning and Registered Investment Advisory firm headquartered in Westbury, NY. The firm specializes in providing fee-only financial planning services and investment advice to individuals and families. As fee-only advisors, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing fee-only financial planning and advice for everyday life. You will have the flexibility to engage us on either a one-time, as-needed, or ongoing basis. Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy, and pass on those you already have - LifePlan can help you along the way.

Your financial objectives may include:

• Ensure retirement income
• Reduce the burden of taxes
• Minimize the effects of inflation
• Create and preserve personal wealth
• Maximize wealth transfer
• Establish charitable legacies
• Reduce the risk of financially devastating events
• Foster peace of mind through proper planning today

To help you reach these important goals, our services include:

• Personal Financial Planning
• Retirement Planning Strategies
• Cash Flow Spending Plan
• College Funding Advice
• Stock Option Advice
• Lump Sum Distribution Advice
• Ongoing Asset Management
• Life and Disability Insurance Needs Analysis
• Second Opinion on Investments or Current Financial Plan
• Financial Seminars for Military, Church and Civic Groupso Corporate Employee Financial Education - Seminars on 401(k)s, Employee Benefits, etc.