Our Firm

LifePlans Financial & Insurance Services, Inc. is serving the financial needs of more than 25,000 clients and their families. They specialize in retirement planning utilizing various investment and insurance vehicles. LifePlans has more than 60 consultants in offices throughout California, Nevada, and Texas.

The senior management of LifePlans does not compete against financial consultants for clients. They are here to support them and their efforts.

Relationships are built on trust. We seek to earn our clients trust by making decisions that are in their best interests. We assess their needs, listen to their concerns, and offer objective recommendations designed to address their unique situation. We don’t take this confidence lightly, and work hard every day to remain worthy of it.

We welcome the opportunity to answer any questions you may have about our practice and how we may be able to help you realize your financial goals.