LIFECYCLE FINANCIAL PLANNERS INC.

40950 Woodward Avenue
Suite 140
Bloomfield Hills, Michigan 48304
Tel: 248-737-7090

About LIFECYCLE FINANCIAL PLANNERS INC.

LIFECYCLE FINANCIAL PLANNERS INC, formally registered with the SEC as LIFECYCLE FINANCIAL PLANNERS INC. The firm was established in 12/12/2017. They have over 1 offices throughout the country.

LIFECYCLE FINANCIAL PLANNERS INC. is a Bloomfield Hills, Michigan based Financial Planning firm with nearly $535,722,941 assets under management, offering retirement planning & investment advisory services to 3991 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290250
SEC#	801-112138
Assets Managed by Firm	$535,722,941
No. of Clients	3991
No. of Advisors	9

Fee Structure

Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	3991	$535,722,941
Individuals (other than high net worth individuals)	77	$212,956,724
High net worth individuals	88	$322,049,235
Charitable organizations	Fewer than 5 clients	$716,982

Inquire with LIFECYCLE FINANCIAL PLANNERS INC.

More Retirement Planning firms in Bloomfield Hills, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$222,731,514,408	132	176
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$18,613,469,251	16470	130
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$17,421,295,183	82	64
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$12,103,858,871	332	15
MCQUEEN FINANCIAL ADVISORS II, INC. 1239 Anderson Road Clawson, MI, 48017	$11,794,814,698	145	50

Explore More Retirement Advisors in Bloomfield Hills, Michigan

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.