Rollovers

LifePlan CPA can work with you on 401K Rollovers as well as IRA Rollovers. We can help you customize the right solution for your needs.

Learn More

Retirement & Planning

A solid retirement solution provides one thing above all else: positive feeling about the future.

Learn More

Investments

From ETFs and REITS to 3rd Party Managers. We also handle Stocks, Bonds, and Mutual Funds.

Learn More

Wherever you are in your planning;
Our focus is doing the next right thing, for you

LifePlan CPAs offer one source for personal & business financial solutions including 401k and IRA rollovers, annuities, investments, future payments and more. We provide our clients with the positive feeling that comes from knowing that their financial planning needs are being addressed as a whole. 

We listen to you and analyze your situation as a team to develop a broad understanding of your needs and fashion innovative and effective plans.

We strive to provide a greater level of attention to detail. We’re not interested in being the biggest, we want to be the best, because in the end we believe, it’s not how big we are or how much we know, it’s how much we care that makes the real difference in our clients’ success. 

At LifePlan CPA we care enough to go the extra mile and then another, which means we provide solutions not just service. When you choose LifePlan CPA you can be sure that we are not only listening and answering your questions but will work with you to provide solutions. 

Don’t just settle for answers, come and receive your financial solutions today!

Securities Offered Through Securities Service Network, LLC, Member FINRA/SIPC
Fee Based Advisory Services Offered Through SSN Advisory, Inc., A Registered Investment Advisor

Don’t wait. Start planning your future today!

Call or email us to get started.