Life Plan Financial - Home

Welcome to Life Plan Financial. We offer financial services, wealth strategies, and consulting to individuals and small businesses. As independent financial professionals, we have the freedom to provide customized guidance and insight to our clients. Our objective is to build long-term, quality relationships. We are dedicated to helping our clients find solutions that best meet their unique investment, insurance, and life plan goals.

 

Winners Circle
Pamela Monetti is proud to have been recognized as a Winner’s Circle advisor for 2015—a distinction that places her among the top 30 percent of advisors affiliated with Commonwealth Financial Network.
 

Five Star Horiz
 

Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance.  For more information please visit www.fivestarprofessional.com.