Life Planning Agency, Inc.
Life Planning Agency, Inc. (CRD# 119967) is a financial advisory firm headquartered in , . They manage $15,241,190 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$423,366
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services