LIfePlan Wealth Management Group is an independent, Registered Investment Advisory (RIA) firm based in Branford, CT. The firm provides financial, investment, 401k, and alternative investment advice to individuals, business owners, and family offices.
As an independent firm, LifePlan recommends third-party, non-propriety financial products and investments, while maintaining its role as a fiduciary – acting only in the client’s best interest. LifePlan thoroughly vets the investment firms behind any of the products they recommend, including visiting the firms and meeting the fund managers in person.
LifePlan presents clients with a comprehensive financial plan that addresses short, medium, and long-term goals including a focus on managing investment risk. Clients learn their “risk number”, the amount of risk they are comfortable with. That comfort level is then compared to the risk number of their current investments as well as the amount of risk their investments should carry to meet retirement and other financial goals. This simple but powerful methodology helps clients become properly and more comfortably invested while empowering them to understand the results along the way.
Ready to discover your Risk Number? Contact us for a free assessment.
Registered Advisors – are you ready for an opportunity with an independent wealth management firm that really cares about its clients and does not push product? Contact us to start a conversation about the benefits of being independent.
LifePlan Wealth Management Group LLC is a Connecticut registered investment advisor. The information provided herein is not an offer, solicitation or recommendation of any securities. LifePlan and its representatives make no investment recommendations whatsoever.
LifePlan does not offer tax, legal or other professional advice. This content is for informational and educational purposes only. Past investment performance is not an indication of future results. All rights reserved 2022.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 151 East Street, Suite 101, New Haven,ct 06511,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lifeplanwmg.com
- Keywords
- Wealth Management, Investment Management, Financial Planning, Registered Investment Advisors, 401k, Alternative Investments, Financial Advisory, Investment Advisory.
- HQ
- New Haven, CT
Lifeplan Wealth Management Group Questions
Lifeplan Wealth Management Group's website is lifeplanwmg.com
Lifeplan Wealth Management Group's LinkedIn profile is https://www.linkedin.com/company/lifeplan-wealth-management-group
Lifeplan Wealth Management Group has
2 employees.
View email and phone details for 2
employees at Lifeplan Wealth Management Group.
Lifeplan Wealth Management Group's industry is
Financial Services
Lifeplan Wealth Management Group's top competitors are
Parkour Capital,
Connecticut Division Of Emergency Management And Homeland Security,
Putnam Investments.
Lifeplan Wealth Management Group's categories are Financial Services
Lifeplan Wealth Management Group's founding year is 2006
