LifePlan Financial Group, Inc.

LifePlan is a Fee-Only Financial Planning and Investment Management Firm.

LifePlan Financial Group is one of the first firms in the Miami Valley to embrace the concept of a fee-only financial advising. With a true “customer-focused” perspective, we immediately saw the exceptional value that fee-only services would deliver to our clients as we helped them create and manage wealth in all stages of life.

 

We are also "Sudden Money" experts who help our clients that have had a financial windfall. Whether through the sale of a business, divorce, death of a spouse or the lottery, sudden money creates a unique set of issues that your LifePlan advisor is well prepared to handle and guide you through.

 

Please visit our website where you will be able to read stories about LifePlan’s clients, review our advisor’s backgrounds and commendations as well as learn about the LifePlan’s difference.

 

We look forward to meeting you.
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Advisors at this Office

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This Office

10050 Innovation Dr Ste 140 Miamisburg, OH 45342-4932 Phone: (937) 438-8000 Fax: (937) 438-5885

Primary Office

10050 Innovation Dr Ste 140 Miamisburg, OH 45342-4932 Phone: (937) 438-8000 Fax: (937) 438-5885