Life Plan Investments

Life Plan Investments Securities and advisory services offered through Centaurus Financial Inc., member FINRA/SIPC a Registered Investment Advisor. Centaurus Financial, Inc.

and Life Plan Investments are not affiliated. Your Guide for Your Journey:

You are on a journey from where you are in your financial life to where you want to be. Having a qualified advisor to guide you on your journey can make the difference between reaching your goals and falling short. At Life Plan, we start where you are listen to your goals and challenges. We want to understand your backgrou

nd, experience, and values. We help you recognize where you have been successful and where you have made mistakes, and WHY. Then, we write a financial and investment plan customized to your journey and your goals. We will meet as often as necessary throughout the year (via phone, skype, in person etc) to ensure you receive support and encouragement to stick with your plan even during tough times. We will answer your questions, provide strategies you may not have discovered on your own and adjust your plan when life changes.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
06/20/2024

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

D&O can be a risk management tool for small businesses, non-profits and educational institutions.
06/19/2024

D&O can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
06/18/2024

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Does your cover you if you get into an accident with an uninsured driver?
06/17/2024

Does your cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
06/14/2024

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
06/13/2024

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.
06/12/2024

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
06/11/2024

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
06/10/2024

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

With increasing wealth comes unique financial challenges.
06/07/2024

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot,...
06/07/2024

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 U.S. Markets Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating. The Dow Jones Industrial Average gained 2.30 percent, while the S&P 500 Index added 4.80 percent. The tech-heavy Nas...

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.
06/05/2024

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

This calculator helps estimate your federal estate tax liability.

Address

230 2nd Street
Henderson, KY
42420

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+12702120780

Website

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