Standing Together

There is no question that due to Covid-19 many aspects of life have changed and the future may seem uncertain. What hasn’t changed and may be even more important now than ever, is the need for good advice and sound financial planning.

Thanks to the many advancements in technology, there has never been an easier time to meet with one of our qualified and experienced Advisors, to start down the road to improving your financial wellbeing. Whether you want to start building a Financial Plan tailored to your goals and needs or create a strong foundation protecting against the risks that could devastate a family or business, we have the tools to help you do this safely and securely.

LifePlan is proud to be a full-service firm offering a wide range of insurance options to protect against premature death, a major illness or accident and help pay medical expenses. As well as an assortment of investment options to fit anyone’s savings and investment needs for both families and businesses. All provided through our network of independent Financial Advisors whose guiding principle is to always put their client’s best interests first.

Like many of our clients, we’re certain you’ll appreciate the industry leading web-based platforms we offer that make setting up your plan easier than ever before. Virtual meetings with an Advisor whether online or by phone ensure that you can do everything you need to without having to leave the comfort and safety of your home. Keeping you and your family safe while working with your designated Advisor.

Now we know that in some situations a meeting in person really is necessary, so we are proud to provide a safe, clean environment for any clients who still need to physically meet with their Advisor. Through extensive disinfecting completed multiple times throughout the day to distancing measures complete with hand sanitizing stations.

So if you are looking for help and some sound advice in these uncertain times, send us an email, click on our contact page or give us a call and one of our helpful team members will be happy to put you in touch with an Advisor who will help you meet your needs today and your goals for the future… No matter what this new normal brings with it.