| 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
