Financial Investments

Whether you’re in Washington State looking for Annuities, Financial Planning through LifePlan Financial, Wealth Management, Investment Services, Estate Planning, Family and Small Business Services, Tax Services, or Asset Services we can help you get exactly what you need.


Financial Planning
Planning your Financial Investments is vital to secure your legacy. LifePlan Financial plays the role of your Personal CFO.
Annuity Options
Annuities made easy! Anyone can easily buy an annuity. LifePlan Financial will help you understand them and set them up.
Wealth Management
Wealth Management for Stanwood residents is important for gathering assets and managing investments.
Investment Services
Investments are recommended for financial well-being and may be linked to one's ability to earn a high-income.

Contact us

Call or email us with any questions you may have. We are here to help.
9923 271st Street NW | Suite 1 Stanwood, WA
Customer Support
E-mail: Phone: (360) 419-0100