About Financial Life Planning, LLC

Financial Life Planning, LLC serves as an Independent Client Fiduciary Financial Advisor, providing a comprehensive suite of financial and retirement planning, investment advisory, and wealth management services to individuals, families and small business owners.

Financial Life Planning, LLC is a Registered Investment Advisory (RIA) firm based in Marlton, New Jersey.

To Us, It's Personal:

Like an ideal doctor/patient relationship, my focus is on building a strong long-term rapport with you based on open communication/trust and mutual respect. In doing so, as your personal financial planner and Client Fiduciary, our work is centered on gaining a full understanding of your personal goals, values, and life objectives to build a customized financial and investment strategy focused on aiming to achieve them. There are no cookie-cutter, one-size-fits-all financial solutions.

So, whether your concerns are broad or issue specific, looking out for your best interests, together we can build a strategy to guide you toward obtaining your wealth and retirement financial goals and objectives. 

Our Services

Customized Financial Planning Services Include:



Financial Planning

  • Offering Comprehensive Financial Planning and/or Project-Based Consulting
  • Building Tax-Efficient Retirement Planning Strategies and Scenario Modeling
  • Navigating Major Life Changes such as Marriage, Divorce, and Inheritance
  • Evaluating Pension Plan Benefit Selection Options
  • Selecting Most Appropriate Start Date for Social Security Benefits
  • Forecasting Cash Inflows and Outflows Impact on Realizing Short and Long-Term Financial Goals
  • Strategizing College Planning Saving and Financial Aid Maximization
  • Managing Company Stock Options Plans
  • Exploring Planning Impact of Parental Financial Assistance and Support


Fee-Only Investment Wealth Management

  • Customized Risk-Based Investment Portfolio Management
  • 401k and 403b Retirement Plan Review and Management Assistance
  • Annuity Product Evaluation and Appropriateness
  • Tax Saving Opportunities
  • Account Consolidation (Providing 401k and IRA Rollover Assistance)



  • Determining Your Appropriate Level of Life, Disability, and Long-Term Care Insurance Needs 
  • Assessing Existing Policies and Premiums for Potential Cost Reduction Alternatives
  • Reviewing Long-Term Care Funding Strategy Options


Small Business Benefits and Support

  • Assessing and Developing Business Owner Succession, Exit, and Continuity Plans
  • Designing Key Employee Retention and Incentive Plans
  • Recommending Small Business Owner Retirement Plan Funding Strategies
  • Evaluating and/or Developing Employee Retirement Plan Design and Implementation
  • Selecting Employee Health, Life, Disability, and Other Group Benefit Plans

We manage assets for individuals and families, providing investment and wealth management and comprehensive personal financial advisory planning services.

Financial Articles