Life Wealth Planning Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Scott Allen Stephens

Scott Allen Stephens

CFP®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Scott Allen Stephens's website
Travis Warren

Travis Warren

Financial Advisor

Visit Travis Warren's website
Marie B. Peele

Marie B. Peele

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Marie B. Peele's website
Scott G Cook

Scott G Cook

AAMS®

Financial Advisor

Visit Scott G Cook's website

Team

Carol Marzullo

Carol Marzullo

Administrative Assistant