Teacher's 403b, First Responders Government 457 Plans, Employer 401k Plans, Individual IRA's, Executive Bonus and Defined Benefit Plans
We offer a selection of managed accounts. Let us work together to find one that meets your goals and risk tolerance
For Our Accredited Investors Only
To gain access complete online form by clicking tab below.
We use Independent Third-Party Managers who have unique strategies which are used with our guidance for your individual needs
We pre-qualify boutique and midsize managers that have unique qualities to give you that extra attention you deserve
At LifePlan Wealth Management, educating you about our investment vehicle is our number one priority
Sign-up to learn more about our investment philosophy and how we operate
This means we are a Fiduciary which puts your best interest first.
We work with people in all stages of life. We can customize a portfolio that works for your life and lifestyle
Terms and Conditions of Use of the LifePlan Website August 2021
Acceptance of Terms
Please read this statement before using this website as in doing so you signify your acceptance of the terms and conditions of use as set forth below. Except for these Terms and Conditions, our website shall not create a legal relationship between you and LifePlan. This statement and website content are subject to change without notice.
Reference to Website’s Privacy Statement
Please review our Privacy Statement which is posted on our website as to how we use and protect our client’s information.
Restrictions and Prohibited Use
using the website for any illegal purpose or to cause harm to any person or business entity by violating anyone else’s legal rights (for example, privacy rights) or any laws (for example, copyright laws) selling, leasing, sublicensing, otherwise commercializing, copying, transferring, or assigning any information, goods, or services provided on the website using this website to engage in any advertising or marketing using or exporting the company’s information, products, or services in violation of U.S. export laws and regulations altering, modifying, adapting, reverse engineering, decompiling, disassembling or hacking the company’s intellectual property altering or modifying another website to falsely imply that it is associated with the company’s website using the website or the company’s services to transmit content that could be deemed unlawful, threatening, harassing, racist, abusive, libelous, pornographic, vulgar, defamatory, obscene, indecent, or otherwise inappropriate, including any messages constituting or encouraging criminal conduct breaching, or attempting to breach, the website’s security systems enabling third parties to violate these Terms and Conditions of Use
Service Interruptions and Updates
From time to time our website might be shut down for maintenance or for unforeseen technical interruptions. We are committed to restoring service within 24 hours. You may contact our help desk at email@example.com if you need to report a service issue.
Our website is provided “as is” with all faults and LifePlan makes no express or implied representations or warranties of any kind related to this website or the materials contained on it. Nothing contained on this website shall be construed as providing consultation, advice or a recommendation to purchase or sell any product or instrument to enter into any transaction or a representation that any particular product or instrument is suitable to you. Please consult your own financial, accounting and legal advisors.
Indemnification and Limitation of Liability
You hereby indemnify to the fullest extent and hold LifePlan harmless from and against any and all liabilities, costs, demands, causes of action, damages and expenses (including reasonable attorney’s fees) arising out of or in any way related to your breach of any of the provisions of these Terms and Conditions. In no event shall LifePlan, nor any of its partners, officers, directors, employees or independent contractors be liable to you for anything arising out of or in any way connected with your use of this website, whether such liability is under contract, tort or otherwise, and LifePlan, including its partners, officers, directors, employees and independent contractors shall not be liable for any indirect, consequential or special liability arising out of or in any way related to your use of this website.
Governing Law and Jurisdiction
These Terms and Conditions of Use will be governed by and construed in accordance with the laws of the State of Connecticut, and you submit to the non-exclusive jurisdiction of the state and federal courts located in Connecticut for the resolution of any dispute.
Website Content, Intellectual Property Rights and Confidential Information
All information contain on our website is the intellectual property of LifePlan and subject to U.S. copyright law
Add an answer to this item.