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Life Transitions Planning, LLC

Company: Life Transitions Planning, LLC
Contact: Tami Aloisa
Address: 1821 Buttermilk Court
City: Virginia Beach
State: VA
Zip: 23456
Phone: 757-500-5352
Fax: --
Email: tami.aloisa@ltplanners.com
Website: https://ltplanners.com/

About My Practice

Focused on comprehensive retirement planning and guaranteed lifetime income strategies to federal retirees in Southeastern Virginia, Hampton Roads and Virginia Beach area. Shore up with retirement income picture and enter retirement comfortably.

Federal Retirement Workshops
For federal retirement workshop locations and dates, visit:  http://www.fedimpact.com/ltp

Offering Advice Since

1995

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Insurance
Long-term and elder care
Budgeting and cash management

Licenses, Certifications, Education, and Affiliations

Designations:  CFP®, CRPC, CIMA, CDFA. AFC
Insurance Licenses:  Life & Health
Security Licenses:  65
Education:  Bachelors of Science
Investment Advisor Registration:  We Are One Seven
Associations & Affiliations:  Rotary, St. John's Finance Committee

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Raymond James

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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