Life Plan Wealth Management Group
We are looking to partner with experienced investment professionals who want to take charge of their careers. Choose to work on your own, or be a part of our team.
1. Team up with us to market 401(k) and other retirement plans in your local area.
2. Access our 403(b) and 457 pay slots at area school districts.
3. Build your own product suites through the PlanMember RIA.
4. Receive exclusive access to marketing materials, financial literacy campaigns and more.
5. Benefit from back office support so you can spend more time in the field.
6. Receive residual income for up to 20 years upon retirement, disability or death.
Representatives registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/ SIPC. PlanMember is not liable for ancillary products or services offered by this representative. 6187 Carpinteria Ave, Carpinteria, CA 93013 874-6910.