One Greentree Centre, Suite 201
10,000 Lincoln Drive East
Marlton, NJ 08053
Phone: 856-988-5480

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Retirement Planning


Are you ready to take charge of your financial life?

With Financial Life Planning, you can be confident in your future.

Financial Life Planning, LLC provides comprehensive suite of comprehensive suite of financial planning services, investment advisory and wealth management services to individuals, families and business owners.

Financial Life Planning, LLC is a Registered Investment Advisory (RIA) firm based in Marlton, New Jersey working with clients in Moorestown, Cherry Hill, Mt. Laurel, Haddonfield, and surrounding South Jersey and Philadelphia regions.

To Us, It's Personal:

We don't believe in cookie cutter, one-size-fits-all financial solutions. That is not what we are about.

Our work is centered on you, the client, and building customized financial and investment strategies that reflect your personal goals, values and life objectives.

Customized Financial Planning Services Include:

For Individuals and Families For Businesses
  • Comprehensive financial planning
  • Business owner succession, exit and continuity planning and strategies
  • Investment portfolio management and analysis
  • Key employee retention and incentives
  • Retirement income needs analysis and longevity solution planning
  • Qualified retirement plan options selection and management
  • Life, disability and long-term care insurance evaluation and solutions
  • Deferred compensation design and maximization
  • Income tax minimization strategies
  • Employee health, life, disability and other group benefits
  • Pension lump sum vs. annuity evaluation selection
  • Tax minimization strategies
  • Strategic Estate Planning
  • Business owner succession, exit and continuity planning and strategies


  • Key employee retention and incentives


  • Cited as a top Philadelphia area Wealth Manager in Philadelphia Magazine (2015, 2014, 2012, 2011, 2010 and 2009)
  • Recognized as a "Select Wealth Manager" in New  Jersey Monthly (2015, 2014, 2013)
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