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Your Guide For The Journey

Financial Success is a Team Effort

Like you, we’re independent, professional, talented and creative. No one-size-fits-all here.

Your dreams and goals deserve a financial plan and strategy that’s just the right fit — for now, and for whatever comes. You may be earning your first million, or looking to sell your first start- up. Planning to buy a home or planning for retirement.

Through today’s blue skies, tomorrow’s curve balls, and life’s challenges, we help you make the best financial decisions at every turn.

Financial Planning

You need a road map and a travel guide. We provide experienced financial knowledge and we connect you with other professionals when you need them.

Retirement

Save and plan for life beyond a career with discipline and strategy.

Family

Pave the way for those you love and those who come behind you with careful planning and investment.

Investment

Build the most security from the earnings and investments you have—for now and the future.

WE'RE HERE FOR YOU!

Let’s get to know one another. We offer a free consultation, with no commitment on your part.

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Gwen Garrison

Did You Know?

Learn more with curated articles and videos on current topics, updated monthly.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Learn More

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Learn More

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Savvy Updates For Your Success

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

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What our team has to say:

“We are in the business of changing lives. This is not a business-as-usual enterprise.”

Gwen Garrison

“We build trust and relationships that equip our clients to create their financial future.”

Gwen Garrison

“It’s about empowerment. Too many of us were never given the tools and knowledge to make our way in this world. We change that—now.”

Gwen Garrison

“Our clients quickly realize they are not alone. They’ve got an advisor working with them who knows how to push that rock up the hill.”

Gwen Garrison

Amy Byars

Administration Assistant

Amy@LifePlanFin.com

Gwen Garrison

President/Financial Advisor

Gwen@LifePlanFin.com

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