Choosing someone to oversee your financial affairs may be one of the most important decisions you ever make.
LifePlan Financial Advisors founder Gwen Garrison established an independent financial services company to take care of clients the way she would want to be cared for, with a special focus on women. Women usually are underpaid, move in and out of the workforce to care for young children or elderly parents, and often are not part of employer retirement plans. So, many women come up short on financial savvy and net worth.
To strengthen women’s financial position, we at LifePlan Financial Advisors act as your fiduciary and your advocate, and we work diligently for your best possible outcome. That includes working seamlessly with your CPA and attorney to coordinate all aspects of your financial life, as well as answering all of your questions and explaining financial topics and recommendations until you are comfortable that you understand. There is no such thing as a stupid question, and no limit to the number of times we can go over the same thing if need be.
We would love to earn your trust and be your financial advisor. Call or email us today to set up a free initial consultation.
We make your financial life easier on you