Life Planning Agency, Inc.
Life Planning Agency, Inc. (CRD# 119967) is a financial advisory firm headquartered in , . They manage $13,475,208 in 48 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts48ACCOUNTS
Average Account Value$280,734
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services