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Financial Advisor
Florida
Jacksonville
LIFE PLANNING PARTNERS, INC.

LIFE PLANNING PARTNERS, INC.

Tel: 904-448-5158 6550 St. Augustine Road Suite 302 Jacksonville, Florida 32217-2847

About LIFE PLANNING PARTNERS, INC.

LIFE PLANNING PARTNERS, INC. is a Jacksonville, Florida based financial advisory firm with nearly $311,965,766 in assets under management and provides investment advisory services for 599 clients. There are currently 7 financial advisors at the firm.

General Information
Firm CRD#:

129338

Firm SEC#:

801-107568

Assets Under Management:

$311,965,766

No. of Clients:

599

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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