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LifePlan & Retirement Svcs

Company: LifePlan & Retirement Svcs
Contact: Patrick Casey
Address: 2947 Broadway Street, Suite 500
City: Pearland
State: TX
Zip: 77581
Phone: 281-745-9021
Fax: --
Email: patrick.bcasey@yahoo.com
Website: https://lifeplanretirement.com/

About My Practice

Federal Benefits Specialist, Advanced Life Insurance Strategies, Tax free retirement, college funding options, establishing your family bank, 401K rollovers, guaranteed lifetime income, Roth conversions.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit:  https://fedimpact.com/lrs/

Offering Advice Since

2009

Areas of Specialty

Retirement planning
Insurance

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: 23 states
Education:  MBA

Charges to Clients for Services

Commissions on insurance products purchased

My Association with the Office or Firm

Owner/Partner

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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