LifePlan Financial Advisory Group LLC is a Registered Investment Advisor and an independent fee-based financial planning firm located in Rochester Hills, Michigan (Oakland County). We specialize in Wealth Management, Investment Planning and Financial Planning for individuals, families and business owners.
- To help clients reach their financial goals and objectives by providing comprehensive financial planning advice.
- To continually provide our clients with easy-to-understand solutions to their financial needs.
- To maintain a fiduciary relationship with our clients and make decisions concerning them based on their best interests.
- To do so with confidentiality, professionalism and personal attention.
Is LifePlan Right For You?
LifePlan is dedicated to the Financial Planning Process. Our clients are committed to planning their wealth, securing their lifestyle and achieving peace of mind. Our clients share their hopes, dreams, needs and goals; we listen and we help them understand their options. We work with our clients to develop a plan that reflects their own unique situation, while putting our knowledge and experience to work for their benefit.
We realize our clients have options when it comes to choosing a financial planning partner, and believe they deserve the very best we have to offer. We do our best work with clients who understand the value of comprehensive planning, have investable assets in excess of $250,000 and who are willing to participate in the ongoing planning process.
We Would Love to Talk With You
Thank you for taking the time to visit us. We would love to hear from you if we can be of service.