Who We Are

Our first priority is helping you take care of yourself and your family. We want to learn about you and your financial situation and help you reach your financial goals.

Life Plan Investments has been working with individuals and businesses in the area for over twenty years.

Each of our advisors has extensive personal and professional experience.

We hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals, learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.