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.

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Gwen Garrison

Did You Know?

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Savvy Updates For Your Success

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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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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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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