Home | LifePlan Financial Advisors, Inc.

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.

Contact Us

Gwen Garrison

Did You Know?

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

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Learn More

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Learn More

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Learn More

Savvy Updates For Your Success

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Learn More

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

Learn More

Timing Your Retirement

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

Learn More

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

How Can We Help?

Name

Email

Address

Question

Thank you!

Oops!