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. At LifePlan, we define our success by the results our proven wealth management strategies achieve for our clients. We place the highest priority on providing our clients with “easy to understand” solutions to their financial needs. We put our clients first, treating their finances as if they were our own. We are committed to our work, and we enjoy it. We believe our clients will trust our efforts and refer us to others who can benefit from our services. We understand that financial planning is about more than finances — it’s about helping clients to preserve and grow their assets in a way that meets their personal goals. We work hard each day to ensure our clients have the peace of mind that comes from knowing they have a trusted advisor committed to working with them to make their dreams a reality. Cooperation and Service We take the “team approach” to financial planning. As CERTIFIED FINANCIAL PLANNERS®, we encourage involvement and know that cooperation is the cornerstone of our client’s relationships. We recognize that planning is a lifelong process, and that our client’s needs and lives will change over time. So we continue to be a source of experience and service for them as time passes.
