Levin Financial Planning (LFP) provides hourly, as-needed financial planning and investment advisory services. LFP does not manage assets, sell financial products, or participate in wrap-fee programs. Services include asset allocation, investment selection, retirement planning, college funding, risk management, cash flow, debt management, estate planning, and tax planning. LFP is winding down the business and is no longer accepting new clients.
Assets Under ManagementN/A
Clients59
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Levin Financial Planning does not manage investments. They provide advice on asset allocation and investment selection, primarily recommending low-cost, no-load index mutual funds and exchange-traded funds (ETFs).
Loading...