A complete list of active advisors currently associated with Financial Life Planning, LLC

Warmer can help you find a great advisor at Financial Life Planning, LLC or one who fits your needs even better.

Financial Life Planning, LLC provides comprehensive financial planning, consulting, and discretionary and non‑discretionary portfolio management to individuals, families, small business owners, trusts, estates, and retirement plan participants. The firm manages roughly $23.2 million in client assets across a modest client base and offers services that include retirement needs analysis, pension lump‑sum versus annuity evaluations, college savings, tax‑minimization planning, and business succession planning. The firm’s investment process is individualized and model‑based, with ongoing supervision and annual formal reviews; Monte Carlo simulations are used in some financial planning analyses to assess outcomes under uncertainty. Portfolios are diversified across equities, mutual funds, and ETFs and, when appropriate, may incorporate fixed and variable annuities and stock options for hedging or conservative strategies. A distinctive element is that the firm’s advisers hold insurance producer licenses and, in limited cases, may sell life, disability, and long‑term care insurance for separate, commission‑based compensation, a practice the brochure identifies as a potential conflict of interest. The combination of fee‑based asset management with occasional insurance brokerage activity and specific services such as pension lump‑sum versus annuity decision support and employee benefit consulting is less common among peers of similar size.

To learn more about the advisors currently working at Financial Life Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.