Independent Financial Advisor Serving Georgia

LifePlan Financial Advisors is an independent, fee-based financial planning firm serving clients throughout Georgia from offices in Newnan and Peachtree City. Founded by Gwen Garrison, the firm specializes in financial planning for women, families, business owners, widows and widowers, blended families, and individuals planning for or already in retirement.

Comprehensive Financial Planning Services

As an independent financial advisor in Georgia, LifePlan Financial Advisors offers personalized financial strategies designed to help you achieve your unique goals. Our fee-based approach means we work solely in your best interest, without conflicts from product sales or commissions.

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Our Core Services Include:

Retirement Planning

Strategic planning for a secure financial future

Investment Management

Professional portfolio management and asset allocation

Estate Planning Coordination

Protecting your legacy and family's future

Insurance Analysis

Ensuring appropriate coverage for your needs

Business Owner Financial Planning

Strategies for entrepreneurs and business owners

Tax Planning Strategies

Maximizing tax efficiency across your financial plan

Financial Planning for Women

Specialized expertise addressing unique financial challenge

Areas We Serve Throughout Georgia

LifePlan Financial Advisors proudly serves clients across Georgia, including:

Metro Atlanta Region:

- Newnan
- Peachtree City
- Fayetteville
- Tyrone
- Senoia
- Sharpsburg
- Palmetto
- Fairburn
- Union City

Extended Service Areas:

- LaGrange
- Griffin
- McDonough
- Stockbridge
- Jonesboro
- And surrounding communities throughout Georgia

Our Office Locations:

Peachtree City Office

2011 Commerce Drive N.
Peachtree City, GA 30269
770-328-2602

- Serving Fayette County and Metro Atlanta
- Flexible meeting options to fit your schedule

Newnan Office

1 The Meadows Drive
Newnan, GA 30265
678-364-9677

- Convenient location serving Coweta County and surrounding areas
- In-person consultations available

What Our Georgia Clients Say

Leigh C.

"Gwen has handled my retirement very well. She explains everything so I can understand what is going on. She got me into investments I'm comfortable with. I will continue to trust her with my finances."

James C.

"Thoroughly enjoy working with Gwen. She is extremely knowledgeable and goes out of her way to take care of her customers. Couldn't be happier."

Scott B.

"Gwen provides valuable guidance and keeps us on a path that protects our financial welfare. We appreciate everything she does for us, on both a personal and professional level. Thank you Gwen!"

Why Choose LifePlan Financial Advisors?

Independent & Fee-Based

As an independent financial advisor, we're not tied to any particular investment company or product. Our fee-based structure means we're compensated by you, not by product sales, ensuring our recommendations are always in your best interest.

Why Choose LifePlan Financial Advisors?

Specialized Expertise

We understand the unique financial challenges facing women, business owners, families, and retirees. Our specialized knowledge allows us to create tailored strategies that address your specific needs.

Why Choose LifePlan Financial Advisors?

Local Georgia Focus

With deep roots in the Georgia community, we understand the local financial landscape and can provide insights relevant to Georgia residents, from state tax considerations to local investment opportunities.

Why Choose LifePlan Financial Advisors?

Comprehensive Approach

We look at your complete financial picture, coordinating all aspects of your financial life to create a cohesive strategy that evolves with your changing needs.

Take the First Step Toward Financial Confidence

Ready to work with a trusted financial advisor who puts your interests first? LifePlan Financial Advisors is here to help you create a comprehensive financial plan tailored to your unique goals and circumstances.

Contact us to discuss how we can help secure your financial future:

Phone: (678) 364-9677
Email: Click Here
Offices: Newnan and Peachtree City, Georgia

Serving clients throughout Georgia with personalized, independent financial advice you can trust.