Our Foundation

Founded in 1985, Plan Life & Wealth Management, Inc. is the brand under which dedicated professionals and business units collaborate to serve a wide variety of clients – including corporations, trusts, charitable organizations, individuals, and families of exceptional wealth.

With decades of experience, we deliver solutions to empower people to reach their full potential. By providing a unique combination of local expertise and world-class resources for our clients and their advisors, we believe our four business units offer the greatest potential to serve our clients:

  • Plan Financial – to help people and businesses align their wealth in a way that complements their life.
  • Plan Health & Fitness – to help people achieve and maintain high levels of fitness, energy, and overall well-being.
  • Plan Success – provides innovative strategies to help business owners, professionals, and key business leaders to unlock their potential.
  • Plan Technology – provides organizations insights into using their technology infrastructure to achieve their business goals.

Our Values

Both as a company and as individuals, we value integrity, honesty, openness, personal excellence, constructive self-criticism, continual self-improvement, and mutual respect. We hold ourselves accountable to our clients, shareholders, partners, and team members by honoring our commitments and striving for the highest quality results.