Welcome
Welcome to the LifePlanningAdvisors, LLC (LPA) website.
Our commitment is to your financial peace of mind. We believe that peace of mind comes from working with a trusted financial advisor to plan for each stage of your life, whether its planning for retirement, saving for a childs education, evaluating your insurance needs or reviewing the benefits package of your small business. LPA is independent from any specific investment company which allows us to use the vehicles which best suit your objectives. We invite you to use our website as a resource for your general financial questions. Since financial situations differ greatly, please call us to schedule an appointment so that we may provide you with advice that is specific to you.
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This site has been published for residents of California, Colorado, Arizona, Pennsylvania, Illinois, Idaho, Virginia, Nevada, Kansas, New Jersey, Washington and Tennessee. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
LifePlanningAdvisors, LLC is a Registered Investment Adviser. Investment Adviser Representatives of LifePlanningAdvisors, LLC may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Securities licensed associates of LifePlanningAdvisors, LLC, are Registered Representatives offering securities through NATIONAL PLANNING CORPORATION (NPC), NPC of America in FL & NY, Member FINRA/SIPC.
LifePlanningAdvisors, LLC and NPC are separate and unrelated companies. |
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