LifeSpan Financial Planning

  • Financial Services
  • Mount Pleasant SC
  • 2 employees
  • Financial Services
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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 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$4B

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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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FAQ

What is the location of LifeSpan Financial Planning's headquarters?
The headquarters of LifeSpan Financial Planning are situated at 1121 Park West Blvd, 1121 Park West Blvd, Suite B #148, Mount Plea, Mount Pleasant SC
What is LifeSpan Financial Planning's phone number?
LifeSpan Financial Planning's contact number is (843) 469-3505.
What is LifeSpan Financial Planning's official website?
The official website of LifeSpan Financial Planning can be found at lifespanplanning.com.
What is LifeSpan Financial Planning's current revenue?
As of April 2018, LifeSpan Financial Planning's annual revenue reached $4B.
How many employees does LifeSpan Financial Planning currently have?
LifeSpan Financial Planning employs approximately 2+ people as of April 2018
Which industries is LifeSpan Financial Planning primarily operating in?
LifeSpan Financial Planning operates in the following industries: Finance, Credit

Employee Directory

Key Employees

Kevin Adams

Fiancial Planner

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