LifePlan Financial Advisors, Inc. Email Format
Financial ServicesGeorgia, United States2-10 Employees
LifePlan Financial Advisors, Inc. operates as an independent financial advisory practice within the financial services sector. It concentrates on comprehensive financial planning and strategic asset allocation to align with a client's goals and life circumstances. Clients may seek a formal financial plan, retirement income strategies, guidance through major life changes such as becoming newly single, or revisions to investments that no longer serve them well. Because the firm draws from a range of financial products and providers, it aims to tailor recommendations to each individual. Based in Newnan, Georgia, the firm is a small practice. Securities and investment advisory services are provided through Osaic Wealth, Inc., a FINRA/SIPC-member organization, with LifePlan Financial Advisors operating independently of Osaic Wealth.