Broker Check

Comprehensive Financial Planning Services in Peachtree City

As an independent financial advisor in Peachtree City, LifePlan Financial Advisors provides personalized financial strategies without the constraints of large financial institutions. Our fee-based approach ensures your interests always come first, with no hidden commissions or product sales pressure.

Get Started

Our Peachtree City Financial Services Include:

Retirement Planning

Retirement Planning

Develop comprehensive strategies to secure your financial future

Investment Management

Investment Management

Professional portfolio management aligned with your goals

Financial Planning

Financial Planning

Holistic planning for life's major milestones

Estate Planning Coordination

Estate Planning Coordination

Work with your legal team to protect your legacy

Tax-Efficient Strategies

Tax-Efficient Strategies

Minimize tax impact on your investments and retirement income

Insurance Analysis

Insurance Analysis

Ensure proper protection for your family and assets

Why Choose an Independent Financial Advisor in Peachtree City?

Unlike advisors tied to large financial institutions, LifePlan Financial Advisors operates independently, allowing us to recommend the best solutions for your unique situation. Our fee-based structure means we're compensated by you, not by financial product companies, ensuring unbiased advice.

Our Peachtree City Office

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

Our Peachtree City office serves clients throughout Fayette County and surrounding areas, including Fayetteville, Tyrone, and Senoia. We work with individuals, families, and business owners who value independent, fee-based financial advice.

What Our Clients Have to Say

Mary B., Peachtree City

"Very throrough."

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

Janice J., Peachtree City

"Always reliable information as soon as possible."

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

B.D., Peachtree City

"What a great first intro for my wife and it was very reassuring for her to be included in the process. Nice job ladies!"

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

Your Financial Future Starts Here

Your Financial Future Starts Here

Don't leave your financial future to chance. As your independent financial advisor in Peachtree City, we're committed to helping you build and preserve wealth through every stage of life.

Ready to Take Control of Your Financial Future?

Schedule your complimentary consultation today and discover how independent, fee-based financial planning can help you achieve your goals. During this no-obligation meeting, we'll discuss your current situation, explore your objectives, and outline how our services can benefit you.

Schedule Your Consultation Today

Give Us a Call

Call our Peachtree City office at 770-328-2602 or complete our online contact form to get started.

LifePlan Financial Advisors is an independent, fee-based financial planning firm serving Peachtree City, Fayette County, and surrounding Georgia communities. We specialize in retirement planning, investment management, and comprehensive financial planning for families, business owners, and women seeking financial security.