Financial Advisor in Newnan, GA | LifePlan Financial Advisors

Independent Financial Advisor in Newnan, Georgia

LifePlan Financial Advisors is based in Newnan, Georgia, and has served individuals, families, and business owners in the Newnan area for nearly 30 years. Gwen Garrison is a fee-based independent advisor offering financial planning, retirement planning, investment guidance, and Social Security optimization for clients at every life stage.

Comprehensive Financial Services in Newnan

As your trusted financial partner, we provide personalized strategies designed to help you navigate life's financial milestones with confidence. Our approach combines decades of local market knowledge with proven investment principles to create plans that adapt as your needs evolve.

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Our Core Services Include:

Retirement Planning

Develop a clear roadmap for your retirement years with strategies tailored to your timeline and income needs. We help you understand how much you'll need and create actionable steps to get there.

Investment Guidance

Receive objective investment advice free from conflicts of interest. As a fee-based advisor, our recommendations are based solely on what serves your financial interests.

Financial Planning

Comprehensive planning that considers your complete financial picture, from debt management and tax strategies to estate planning and insurance needs.

Social Security Optimization

Maximize your Social Security benefits through strategic timing and claiming strategies that can significantly impact your retirement income.

Why Choose LifePlan Financial Advisors?

Nearly Three Decades of Local Experience

We understand the financial landscape in Newnan and the surrounding communities. This local knowledge allows us to provide relevant, practical advice that considers regional economic factors.

Why Choose LifePlan Financial Advisors?

Independent Perspective

As an independent advisor, we're not tied to specific investment products or insurance companies. This freedom allows us to recommend solutions that truly align with your objectives.

Why Choose LifePlan Financial Advisors?

Fee-Based Structure

Our transparent fee structure means you know exactly what you're paying for our services. No hidden costs or surprise charges.

Why Choose LifePlan Financial Advisors?

Personalized Attention

Every client receives individual attention and customized strategies. We take time to understand your situation, concerns, and aspirations before making recommendations.

Our Newnan Office

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

Our Newnan office serves individuals, families, and small business owners throughout Coweta County and the surrounding region. We work with clients from various backgrounds, including pre-retirees, young professionals starting their financial journey, and established families planning for major life events.

While based in Newnan, we extend our services to clients in Peachtree City and throughout the greater Atlanta metro area, providing convenient access to professional financial guidance for residents across the region.

What Our Clients Have to Say

Nancy N., Newnan

"Gwen is exceptional. Always looking for the best in financial solutions for her clients. Thank you Gwen!"

^{Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.}

Axel and Lora K., Newnan

"Gwen is personable, professional, very knowledgeable and accommodating. We feel very fortunate to have her assisting us and have a great deal of confidence in her advice. It is always a pleasure to meet with her."

^{Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.}

Jean W., Newnan

"It was a please to meet with Gwen. She is so knowledgeable about my accounts. She always has very good advice."

^{Non-compensated client testimonials; may not be representative of all client experiences; no guarantee of future performance or success.}

Serving Every Life Stage

Whether you're just starting your career, approaching retirement, or somewhere in between, we provide guidance appropriate for your current situation and future goals.

Young Professionals: Build strong financial foundations with smart savings strategies and investment basics.
Growing Families: Balance current needs with future planning, including education funding and family protection strategies.
Pre-Retirees: Fine-tune your retirement strategy and prepare for the transition from earning to spending your savings.
Retirees: Manage your assets to provide steady income while preserving wealth for your legacy.

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Take the Next Step

Ready to discuss your financial future?

We invite you to schedule a complimentary consultation where we can explore how our services might benefit your situation.

During this initial meeting, we'll:
- Review your current financial situation
- Discuss your short and long-term objectives
- Explain our process and how we work with clients
- Answer any questions you have about financial planning

Schedule Your Consultation Today

Give Us a Call

Your financial future deserves professional attention.

Let's work together to create a plan that gives you confidence in your financial decisions and peace of mind about your future.