Life Wealth Planning Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Life Wealth Planning Group
Team photo for Life Wealth Planning Group

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Advisors

Advisor photo for Scott Allen Stephens

Scott Allen Stephens

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Scott Allen Stephens's website
Advisor photo for Mark Gooding

Mark Gooding

MS

Associate Financial Advisor

Visit Mark Gooding's website


Team

Katherine Mitchell

Katherine Mitchell

Client Service Coordinator

Renee Winberry

Renee Winberry

Administrative Assistant