Life Planning Partners is a boutique financial planning firm, registered with the SEC and a member of NAPFA, serving as a fiduciary for our clients. As an ensemble firm with two CERTIFIED FINANCIAL PLANNER™ professionals currently and a Chartered Financial Analyst, we provide “deep dive” financial planning and handle much of the plan implementation for our clients. LPP focuses on planning for today, not just planning for an uncertain tomorrow.
Industry
Financial Services, Other Financial Investment Activities, Finance and Insurance
HQ Location
6550 St. Augustine Rd, Suite 302
Jacksonville, Florida 32217, US
Keywords
Holistic Financial PlanningRetirement PlanningRetirement Income Planningexpense planningmortgage shoppingauto purchasing assistance