Lifeplan hh Advisors, Inc. was founded in 1989 by Edward Jones, an attorney and Certified Financial Planner™ Practitioner (CFP®) to take the chaos, fear and guilt from our client's financial life. We provide fee-only personalized financial planning and investment management for individuals, trusts, foundations, and retirement plans. Our mission is to build lasting relationships with our clients, improving their lives measurably by helping them become good stewards of their financial resources. Along the way, our goal is to provide peace of mind to our clients through trust, thoroughness, and transparency..
From the outset, we have prided ourselves on our commitment to serving our clients’ best interests. This is reflected not only in the strength of our lasting client relationships, but also in our being a fee-only firm and our membership in NAPFA, the National Association of Personal Financial Advisors. As fee-only planners, we receive no commissions from any investment, insurance, or other financial product we recommend. As a result, you can be assured that we are always acting in your best interests based on your personal financial goals.
Working with you on a highly personal basis, our team will help you formulate a financial plan to achieve your goals, care for your family, and establish yourself as a good steward of your personal resources. Leveraging our multi-disciplinary backgrounds in law, taxation, and financial planning, we analyze your cash flow, your net worth, and your tax picture. We examine your insurance needs and offer college financing solutions for your children. We help you design a comprehensive plan so that you can meet life’s challenges: whether it’s funding a child’s education, retiring in a lifestyle that you’ll enjoy, or passing your wealth to your loved ones.