NetworkยทVenture Capital

Life Planning Advisors LLC

Unclaimed

๐Ÿ“ BIGFORK, MT

Venture Capitalfinancial serviceshealthcare
www.lifeplanningadvisors.com โ†—

SEC CRD #801-126603

About

Financial Planning Tailored to Your Life | Life Planning Advisors Contact Us Building Wealth Through Smart Financial Planning We help professionals, families, and business owners create simple, personalized financial plans built around your life not just your assets. Welcome, I m Jeff Goldman I help people plan their lives, not just their money. For more than 20 years, I ve helped individuals, families, and business owners build real financial confidence. Our team manages millions in client assets and focuses on simple, practical strategies that create lasting peace of mind. At Life Planning Advisors, we look at more than investments. We connect your finances, your health, and your goals so you can live with freedom and purpose. Everything we do is personal, clear, and built around what matters most to you. If you re ready to take control of your financial life and start building the future you want, let s talk. Tailored financial Solutions for Your Future for your future. Welcome to Life Planning Advisors. We are committed to making financial planning simple and accessible. Whether you're planning for retirement, optimizing investments, or ensuring financial security, our personalized advice and expert team will guide you every step of the way. We offer clear, actionable strategies to help you achieve your financial aspirations with confidence. See Our Services See Our Services Built on the foundations of trust and clarity, Life Planning Advisors is dedicated to assisting in

Key Contact

JB

JEFFREY B GOLDMAN

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (760) 918-0304

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AUM

$169M

Location

BIGFORK, MT

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