Life Planning Solutions

Finance · United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Life Planning Solutions

Most of us were taught growing up that we have two ears and one mouth for a very good reason. In an industry where tailored strategies and independent advice have largely been reduced to marketing catch-phrases, we believe that providing our clients with a unique experience starts by providing them with the opportunity to share their visions, challenges, and opportunities. Whether you're a financial advisor considering your succession planning options or an individual in need of some guidance, we would love to learn more about you. Please contact us via email at info@lifeplanningnow.com, or via phone at (620) 793-9999 to schedule a few minutes to visit with our team. Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Life Planning Solutions an SPFG Company and Cambridge are not affiliated.Explore more
Life Planning Solutions's Social MediaPopular SearchesLife Planning SolutionsSIC Code 62,628NAICS Code 52,523Show more

Life Planning Solutions Org Chart

PhoneEmail
JD
United States flag for contact location.

Client Service Coordinator

PhoneEmail
CF
United States flag for contact location.

Advisor

PhoneEmail
JB
United States flag for contact location.

Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Life Planning Solutions your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Life Planning Solutions

Compare insights from companies similar to Life Planning Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Life Planning Solutions

<$5M
1-10
Private
-
1995
JD
Janis DimickClient Service Coordinator
<$5M
11-50
Private
-
-
<$5M
1-10
Private
-
2001
N/A
<$5M
1-10
Private
-
2021
Christopher Hopkins, Principal & Co-Founder at Apogee Wealth Partners
Christopher HopkinsPrincipal & Co-Founder
<$5M
1-10
Private
-
-
NT
Nancy TattersallCertified Financial Planner
<$5M
1-10
Private
-
2020
JB
John BecksteadOwner and Registered Investment Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Life Planning Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Life Planning Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Life Planning Solutions.

Life Planning Solutions Tech Stack

A closer look at the technologies used by Life Planning Solutions

Top Finance Companies

Frequently Asked Questions Regarding Life Planning Solutions

What is Life Planning Solutions's official website?
Life Planning Solutions's official website is www.lifeplanningnow.com
What is Life Planning Solutions's Revenue?
Life Planning Solutions's revenue is <$5 Million
What is Life Planning Solutions's SIC code?
Life Planning Solutions's SIC: 62,628
What is Life Planning Solutions's NAICS code?
Life Planning Solutions's NAICS: 52,523
How many employees does Life Planning Solutions have?
Life Planning Solutions has 1-10 employees
What industry does Life Planning Solutions belong to?
Life Planning Solutions is in the industry of: Finance, Securities Trading
What is Life Planning Solutions competition?
Life Planning Solutions top competitors include: Lifetime Financial, Hargrave Fiduciary Advisors, Pinnacle Retirement & Financial Planning, Cornerstone Financial Planning
What technology does Life Planning Solutions use?
Some of the popular technologies that Life Planning Solutions uses are: Drupal, Google Universal Analytics, Smarsh, Drupal 8
What does Life Planning Solutions do?

Most of us were taught growing up that we have two ears and one mouth for a very good reason. In an industry where tailored strategies and independent advice have largely been reduced to marketing catch-phrases, we believe that providing our clients with a unique experience starts by providing them with the opportunity to share their visions, chall... enges, and opportunities. Whether you're a financial advisor considering your succession planning options or an individual in need of some guidance, we would love to learn more about you. Please contact us via email at info@lifeplanningnow.com, or via phone at (620) 793-9999 to schedule a few minutes to visit with our team. Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Life Planning Solutions an SPFG Company and Cambridge are not affiliated.Read More

What are Life Planning Solutions social media links?
Life Planning Solutions Linkedin page
Is Life Planning Solutions a public company?
Life Planning Solutions is private company therefore does not currently have an official ticker symbol
See more information about Life Planning Solutions

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.