The choice has always been the 'independence and freedom' of brokerage or the 'training and support' of career agencies. Now LifePlan Financial Group offers independence with all the benefits of a market leading support infrastructure.

Our mission is to provide an advisory financial planning service with a wide choice of quality financial product solutions. We support the business needs of independent Associate Financial Advisors who have affiliated themselves with us, to help their clients achieve their financial goals.

Our primary customers are our Associate Financial Advisors. We have focused our attention on providing them with practice tools and the training and support they need to reach their full potential as independent practitioners. We source or develop whatever products are needed to support our Associates for success in the markets we are serving.

If you're interested in becoming a LifePlan Associate Financial Advisor contact us for more information.

Marketing Support
LifePlan Financial Group is noted in the marketplace for its strong marketing support. Associates often cite training and marketing support as one of their main reasons for joining LifePlan. Proprietary marketing software and marketing manuals are available to support marketing programs. LifePlan Associates gain access to Marketing Specialists and an Advanced Marketing Consultancy of tax lawyers and accountants to support sales in advanced markets.