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It's Your Life. Plan for it.

WelCOME TO life planners

What keeps you up
at night?

  • Do I have enough saved for retirement?

  • Are my assets exposed to unnecessary risk?

  • Will my family be ok financially if I'm gone?

  • Do I have resources to assist with future medical expenses?

  • Do I have the proper documents and planning to ensure my legacy and protect my business?

  • How can I afford my children's tuition?

How We Help

  • Start with a conversation to determine your current situation and concerns

  • Then our professionals take this information and analyze potential solutions

  • Next we will meet again to review the recommendations and determine if more information or strategies are needed

  • Implement only the solutions we agree upon and make sense to you

  • It doesn't end there. You have Life Planners unmatched service for life!

Solutions We Offer

Estate Planning

An Estate Plan protects your loved ones' financial security. Wills and trusts ensure proper asset distribution, leaving a financial legacy and peace of mind. READ MORE


Life Insurance

Preparing for the unexpected is crucial. We have many options to protect your family's financial security.


Long Term Care

As we age, we might need help with daily tasks. Planning for long-term care can protect your finances and independence.

IRA/401k Rollover

Consolidating retirement accounts can be confusing. Our 401k rollover solution aims to protect your savings and ensure a steady income in retirement.


Annuities

Planning for retirement is important. Annuities can provide a steady income during retirement. Our services assist in finding the right annuity for your goals.


Business

Our team can help establish Key Person Insurance, Buy-Sell Agreements, Deferred Compensation Plans, Employee Benefits, Succession Planning and more.

About Life Planners

Life Planners was formed to bring custom solutions for financial independence and peace of mind to all.We believe the only way for us to do this is by treating each and every person who places their trust and future with us like they were our own family. Our success is only determined by the success we help our clients achieve.You can count on us serving YOU to the best of our abilities ALWAYS!

James Harris III

Founder / Principal Agent -- LIC# 20662680

We can't wait to hear from you

Choose How

(833) 543-3756info@yourlifeplanners.com