Joshua CFP's Colleagues at LifePlan Financial Group, Inc.
Joshua CFP's Contact Details
937-438-8000
LifePlan Financial Group, Inc.
Joshua CFP's Company Details
LifePlan Financial Group, Inc. is a Fee-Only professional advisory firm that helps our clients create and manage wealth. Our team of advisors has experience helping clients navigate life transitions and sudden money events.•Our ongoing investment management includes quarterly reports and meetings for our clients. This includes access to view the entire portfolio - updated daily and available via secure website.•We analyze our client's financial foundation to identify gaps that exist and help formulate an action plan to close any gaps. In addition, we revisit different areas of the foundation each quarter to ensure that planning gaps are not resurfacing.•We believe in helping our small business owners plan in advance on how to exit their business while preserving their wealth. Our processes will help clients better understand how to create diversification while heading towards retirement.•We are Sudden Money experts that help our life transition clients successfully navigate these anxious times. By providing a safe place, we encourage a proactive timeout that addresses the issues that are critical while delaying the ones that are not. Our relationship driven process will help you understand the complex and help you gain confidence as you transition to your new normal.