LifePlan Financial Group, Inc.

Financial ServicesOhio, United States0-1 Employees

LifePlan Financial Group, Inc. operates as a fee-only advisory firm in the financial services sector, assisting clients with wealth creation and management. Its services emphasize ongoing investment oversight, including quarterly client meetings and secure, daily-viewable portfolio access, along with an analysis of a client’s financial foundation to identify gaps and develop a structured action plan that is revisited quarterly to maintain progress toward financial goals. The firm also supports small business owners in planning for business exits and diversification as part of retirement preparedness, while positioning itself as a resource for life-transition clients to navigate sudden money events with a proactive, relationship-driven process.

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