Company Overview
- Headquarters
- 1121 Park West Blvd, 1121 Park West Blvd, Suite B #148, Mount Plea, Mount Pleasant SC
- Website
- lifespanplanning.com
- Phone
- (843) 469-3505
- Employees
- 2
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 5239 CompaniesNAICS Code 523 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$4B
Who is LifeSpan Financial Planning
LifeSpan Financial Planning, LLC is a Fee-Only financial planning firm based in Mount Pleasant, South Carolina. As a limited liability company, the business employs three people and generates an annual revenue of $2.5 million. LifeSpan offers a comprehensive range of financial planning services tailored to meet the diverse needs of their clients. These services encompass investments, cash flow analysis, income tax planning, tax resolution planning, college funding strategies, retirement planning, risk management solutions, and estate planning. In addition, LifeSpan operates a dedicated Tax Resolution division focused on assisting individuals and small business owners in resolving federal or state tax liabilities. LifeSpan distinguishes itself through its Fee-Only approach, ensuring unbiased and objective financial advice. By refraining from accepting commissions or product-based compensation, LifeSpan maintains an unwavering commitment to serving clients without compromise. Their primary objective is to empower clients to make well-informed decisions regarding their finances, taxes, and investments, ultimately aiming to enhance their financial well-being and guide them in making sound life planning choices. To learn more about LifeSpan Financial Planning and its services, visit their website at lifespanplanning.com.
LifeSpan Financial Planning Tech Stack
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