Our Difference

Empowering people through objective advice and guidance – we’ve created a new type of organization characterized by high levels of integrity, client satisfaction, team member empowerment, and organizational performance.

Our mission is to inspire and guide people and organizations toward pursuing their dreams, desires, and a passionate life purpose.

Our Vision

At Plan Life & Wealth Management, we’re motivated and inspired every day to find creative solutions to business and personal challenges, develop breakthrough ideas, and stay connected to what’s most important to our clients.

  • Delivering on our mission requires great people, working with others, who share the following values:
  • To always maintain the highest standards of integrity and honesty.
  • Passion to deliver life and wealth management services to clients in a manner that consistently meets or exceeds their expectations as to quality, timeliness, professionalism and values.
  • Accountable for commitments, results, and respect to clients, shareholders, partners, and team members.
  • Willingness to create and maintain a team-oriented work environment that is challenging and rewarding.
  • Expanding organizational innovation, benefits, and opportunities with new and existing partners.
  • Responsible to be an effective steward of our Creator’s resources so that through our performance, His power will be unleashed in us all.