LifePlan Partners LLC
Financial ServicesOhio, United States2-10 Employees
LifePlan Partners LLC is a small financial services firm based in Cincinnati, Ohio. It describes itself as an interdisciplinary network of professional advisers, consultants, and coaches who guide clients through a life planning process that helps define personal and organizational goals. This approach aims to help people experience a Life of Significance by establishing clear goals and objectives. For employers, LifePlan Partners provides a comprehensive suite of employee benefits consulting, communications, and administrative services. The core benefit packages are complemented by customized wellness and work-life programs. The firm's positioning sits at the intersection of personal life planning and employee benefits within the broader financial services landscape.