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LifePlan Wealth Management Group

About LifePlan Wealth Management Group

LIfePlan Wealth Management Group is an independent, Registered Investment Advisory (RIA) firm based in Branford, CT. The firm provides financial, investment, 401k, and alternative investment advice to individuals, business owners, and family offices.

Min project size

50,000+

Hourly rate

50 / hr

Employees

2

Locations

United States

Year founded

Founded 2006

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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