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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.

 



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