Life Plan Alliance
Financial Services - Harrison, New York, United States
Life Plan Alliance Employees
Life Plan Alliance Details
Our research shows that 59% of our clients do not have a formal succession plan in place – and that got us thinking – perhaps there are other areas of our client's financial world that keep them up at night. At Life Plan Alliance, we know that our clients are not only business owners, but individuals with a unique vision for their legacy. We understand that every client's situation is different. The Life Plan Alliance team has a client-centric focus that takes into account their full spectrum of personal goals, wants and dreams to create a wealth solution that is designed for each client at each phase of life. THE LIFE PLAN™ PROCESSWe find that our clients spend so much of their time creating wealth that they have very little time to grow and protect it. The Life Plan™ offers our clients a formalized approach to strategic wealth solutions. We methodically gather information, analyze the diverse components of our client's financial landscape and conduct a thorough audit. Through this comprehensive process, we help our clients identify risks and gain a clear understanding of what is possible. We then co-create solutions that are in lock-step with our client's vision and true purpose for their wealth.
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