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 assets?
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 YOUR best interests ALWAYS!
James Harris III
Founder / Principal Agent -- LIC# 20662680
We can't wait to hear from you
Choose How
(833) 543-3756 • info@yourlifeplanners.com
PO Box 7981 Chandler AZ 85246