Family Life Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family Life Financial Planning serves individual households and also provides services to pension and retirement plans, charitable organizations, and small businesses. The firm offers portfolio management (both through in-house, tailored portfolios and by recommending third‑party outside managers), comprehensive and modular financial planning, retirement plan consulting, and periodic educational seminars and speaking engagements.
The firm’s process emphasizes individualized investment plans built from clients’ goals, time horizons, and risk tolerances and documented in an investment policy statement; portfolios are implemented either directly or via selected outside managers whose holdings and compliance the firm monitors. Financial planning work includes ongoing monthly-access subscriptions and projection-based retirement analyses that present hypothetical outcomes to illustrate the likelihood of achieving stated goals.
Noteworthy for a solo independent adviser, the firm accepts institutional plan clients and provides retirement-plan and pension consulting while acknowledging ERISA fiduciary standards when engaged by plans. The brochure also discloses that the principal maintains other community and business roles and that the firm conducts public seminars and paid speaking engagements, practices that are less common among peers of this size.
Client services
Expertise
Fee options
Project based financial planning fixed fees $300-$2,500; initial planning fee up to $2,500
$0 - $50,000: 2.00% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.5%
$100-$300 per hour
Financial planning ongoing fees $100-$300 per month
Minimum fee: $3,000 annual minimum fee billed $750 per quarter Fee-only: Financial planning fees $100-$300/month (ongoing) with upfront comprehensive planning fees $500-$2100; hourly fees $100-$300/hour; fixed fees $300-$2500 for project based planning; initial planning fee up to $2,500
Main office
8350 Tyler Blvd
Mentor OH 44060
Advisors at this office
1
Most active in
Ohio
Also doing business as
Family Life Financial Planning · Family Life Financial Planning, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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