LifePlan FInancial Advisors, Inc.

When life events affect your money, the stress and confusion can be painful. Whatever financial planning or investment decisions are keeping you up at night, or if you just need to talk to someone about a 401(K) rollover LifePlan Financial Advisors would like to help.

Since 1997, Gwen Garrison has helped guide clients to a place of peace and purpose. Engaging conversations help you pinpoint your values and goals. Then professional analysis compares those goals with your financial realities and opportunities. “What if?” scenarios help you see how your options impact your goals.

Your financial decisions no longer depend on the latest scary news, a neighbor’s hot tip, or your uncle’s insistence that his way is best! You have a plan that fits YOU. Together, I can help you monitor, adjust and stick with your strategy and help you understand how much money you will need to retire or any other financial need you have.

By collaborating, we help you avoid choices that damage you financially, personally or spiritually. Our intention is for you to emerge with increased strength, wisdom, peace of mind, confidence and joy. You are on a journey from where you are in your financial life to where you want to be. Having a qualified financial advisor to guide you on that journey to your goals can make all the difference.

At LifePlan Financial Advisors, we start where you are – not where you wish you were. We listen to your goals and challenges. We want to understand your background, experience, and values about money. We help you recognize where you have been successful and where you have made mistakes, and WHY. Only then, do we come with a financial and investment plan designed to help you reach your goals.

You’ll meet with LifePlan Financial Advisors regularly throughout the year. You’ll receive support and encouragement to help you stick with your plan even during tough times. We will answer your questions and provide strategies you may not have discovered on your own. Always, we help you adjust your plan when life changes, and mark progress towards your goals.