Insights

Market Opportunity Positioned within the financial services industry with a focus on personalized financial planning, LifePlan Financial Advisors serves a niche client base seeking tailored investment and retirement solutions, presenting opportunities to offer advanced financial technology tools and wealth management solutions.

Client Engagement With a small team of 2-10 employees and a mission centered on guiding clients through significant financial life events, there is potential to introduce client engagement platforms or digital advisor tools to enhance customer relationships and streamline advisory services.

Technology Use Utilizing a modern tech stack including cloud services, analytics, and security platforms indicates an openness to integrating innovative solutions, paving the way for upselling enhanced client portals, data management, and cybersecurity offerings.

Growth Potential Operating with revenue between 1M and 10M and offering financial advisory services, the company can benefit from sales of scalable financial planning software, compliance solutions, and CRM systems tailored for small to medium advisory firms.

Competitive Landscape As an independent advisor similar to larger firms like Edelman Financial Engines or Personal Capital, there is an opportunity to differentiate through advanced analytics, robo-advisory features, or aggregator integrations to boost competitiveness and client satisfaction.

LifePlan Financial Advisors, Inc. Tech Stack

LifePlan Financial Advisors, Inc. uses 8 technology products and services including Cloudflare CDN, Google Fonts API, Google Maps, and more. Explore LifePlan Financial Advisors, Inc.'s tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Google Fonts API
    Font Scripts
  • Google Maps
    Maps
  • Datadog
    Real User Monitoring
  • Site24x7
    Real User Monitoring
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers

Media & News

LifePlan Financial Advisors, Inc.'s Email Address Formats

LifePlan Financial Advisors, Inc. uses at least 2 format(s):
LifePlan Financial Advisors, Inc. Email FormatsExamplePercentage
First@lifeplanfin.comJohn@lifeplanfin.com
100%
First@lifeplanfinancialadvisors.comJohn@lifeplanfinancialadvisors.com
100%

Frequently Asked Questions

Where is LifePlan Financial Advisors, Inc.'s headquarters located?

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LifePlan Financial Advisors, Inc.'s main headquarters is located at 1 Meetings #309 Newnan, Georgia 30265 United States. The company has employees across 1 continents, including North America.

What is LifePlan Financial Advisors, Inc.'s phone number?

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You can contact LifePlan Financial Advisors, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is LifePlan Financial Advisors, Inc.'s official website and social media links?

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LifePlan Financial Advisors, Inc.'s official website is lifeplanfinancialadvisors.com and has social profiles on LinkedIn.

What is LifePlan Financial Advisors, Inc.'s NAICS code?

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LifePlan Financial Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does LifePlan Financial Advisors, Inc. have currently?

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As of April 2026, LifePlan Financial Advisors, Inc. has approximately 2 employees across 1 continents, including North America. Key team members include Financial Advisor, Business Owner: G. G. F. A.Claim Manager: G. G.Administrative Assistant: A. B.. Explore LifePlan Financial Advisors, Inc.'s employee directory with LeadIQ.

What industry does LifePlan Financial Advisors, Inc. belong to?

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LifePlan Financial Advisors, Inc. operates in the Financial Services industry.

What technology does LifePlan Financial Advisors, Inc. use?

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LifePlan Financial Advisors, Inc.'s tech stack includes Cloudflare CDNGoogle Fonts APIGoogle MapsDatadogSite24x7BootstrapGoogle AnalyticsNginx.

What is LifePlan Financial Advisors, Inc.'s email format?

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LifePlan Financial Advisors, Inc.'s email format typically follows the pattern of First@lifeplanfin.com. Find more LifePlan Financial Advisors, Inc. email formats with LeadIQ.

When was LifePlan Financial Advisors, Inc. founded?

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LifePlan Financial Advisors, Inc. was founded in 1997.

LifePlan Financial Advisors, Inc.

Financial ServicesGeorgia, United States2-10 Employees

The mission of LifePlan Financial Advisors is to be Your Guide for the Journey.  We create the most value by helping you evaluate your financial life and take steps to improve it. That might mean creating a financial plan, creating investment income for retirement, navigating finances to life as a newly single person, or revising a selection of investments that no longer serves you well.

I am an independent financial advisor, focusing the majority of my effort on financial planning, asset allocation, and making the best recommendations for you. I choose to work with a variety of financial products and investment companies to provide the best possible fit to meet your needs.

“Member FINRA /SIPC” websites www.finra.org and www.sipc.org
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
"This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration.  Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Third-party comments may not be representative of all customer experiences.

Section iconCompany Overview

Headquarters
1 Meetings #309 Newnan, Georgia 30265 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    LifePlan Financial Advisors, Inc.'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    LifePlan Financial Advisors, Inc.'s revenue is estimated to be in the range of $1M$10M

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