Financial planning for education, retirement, estate and business succession
On any journey, you won’t get far unless you have a plan for how you are going to get there. Our team of financial planners can help you draw the road map to reach your goals sooner than you think.
Investments
We partner with the top boutique investment firms to provide a disciplined, effective and transparent process to achieve the desired outcome.
All investment products are placed on a NO SALES CHARGE basis. This means you will never pay an up front sales charge or a deferred sales charge on any of our investment offerings.
Insurance*
We shop the market to provide the best value and most appropriate product for your life, disability, critical illness and long-term care insurance needs.
*Disclaimer: Insurance and insurance related products and services are provided by third parties and are not the responsibility of LP Financial Planning Services.
Educational Services
Our evolving series of seminars, workshops and speeches provides essential, jargon-free information you need to help plan for the future.
