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关于我们
Life Planning Partners is a boutique financial planning firm, registered with the SEC and a member of NAPFA, serving as a fiduciary for our clients. As an ensemble firm with two CERTIFIED FINANCIAL PLANNER? professionals currently and a Chartered Financial Analyst, we provide “deep dive” financial planning and handle much of the plan implementation for our clients. LPP focuses on planning for today, not just planning for an uncertain tomorrow.
- 网站
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https://www.lifeplanningpartners.com
Life Planning Partners Inc的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Jacksonville，Florida
- 类型
- 私人持股
- 创立
- 2004
- 领域
- Holistic Financial Planning、Retirement Planning和Retirement Income Planning
地点
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主要
获取路线
6550 St. Augustine Rd, Suite 302
US，Florida，Jacksonville，32217