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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 serves as an Independent Client Fiduciary, providing a comprehensive suite of financial planning, 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 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
- Comprehensive Financial and Retirement Planning and Consulting
- Customized Investment Portfolio Management
- Life, Disability and Long-Term Insurance Evaluation and Design
- Evaluating Pension and Social Security Selection Decision Support
- 401k and 403b Retirement Plan Review and Management
- Investment Account Consolidation (Providing 401k and IRA Rollover Assistance)
For Businesses
- Business Owner Succession, Exit, and Continuity Planning Strategies
- Designing Key Employee Retention and Incentive Plans
- Evaluating Current Retirement Plan Design and Presenting Plan Replacement Alternatives
- Designing Employee Health, Life, Disability and Other Group Benefit Plans
- Recognized 8x as a Top Philadelphia Area "Five Star Wealth Manager" in Philadelphia Magazine (2017, 2016, 2015, 2014, 2012, 2011, 2010 and 2009)
- Recognized 5x as a "Select Wealth Manager" in New Jersey Monthly (2017, 2016, 2015, 2014, 2013)
