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LifePlan Financial Group, Inc. Employee Directory

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.

Find LifePlan Financial Group, Inc. employees' phone numbers or email addresses

LifePlan Financial Group, Inc. Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

LifePlan Financial Group, Inc.'s Leadership

  • Stylized image of a person
    T. P.
    President
    Phone icon
    Mobile Phone

LifePlan Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Support
  • Accounting
  • Administrative
  • Other
  • Analytics
  • Arts & Design

Contact profiles from LifePlan Financial Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. P.
    President
    Phone icon
    Mobile Phone
    Apr 26, 2025

Frequently Asked Questions

What is LifePlan Financial Group, Inc. known for?

Minus sign iconPlus sign iconLifePlan Financial Group, Inc. operates in the Financial Services industry. The company's main headquarters is located in 10050 Innovation Drive Miamisburg, Ohio 45342 United States; you can contact the main corporate office by phone at
+1-248-299-****
. Explore LifePlan Financial Group, Inc.'s company overview page for more information.

What is LifePlan Financial Group, Inc.'s most common email format?

Minus sign iconPlus sign iconLifePlan Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LifePlan Financial Group, Inc. email formats with LeadIQ.

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

Minus sign iconPlus sign iconLifePlan Financial Group, Inc. has approximately 1 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are LifePlan Financial Group, Inc.'s key employees and leadership?

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As of February 2026, LifePlan Financial Group, Inc.'s key employees include:

  • President: T. P.

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