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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. 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.
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More Business Info

Planning for all your financial needs

BBB Rating
A+
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BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Services/Products
  • Customized Investment Portfolio Management
  • Investment Account Consolidation (Providing 401k and IRA Rollover Assistance)
  • Designing Employee Health, Life, Disability and Other Group Benefit Plans
  • 401k and 403b Retirement Plan Review and Management
  • Evaluating Current Retirement Plan Design and Presenting Plan Replacement Alternatives
  • Comprehensive Financial and Retirement Planning and Consulting
  • Life, Disability and Long-Term Insurance Evaluation and Design
  • Designing Key Employee Retention and Incentive Plans
  • Business Owner Succession, Exit, and Continuity Planning Strategies
  • Evaluating Pension and Social Security Selection Decision Support
Accreditation

Certified Financial Planner (CFP)

Associations
Financial Planning Association
Other Link

Primary Website

Categories
Financial Planning Consultants, Financial Planners, Financial Services, Investment Management, Life Insurance
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