LIFECYCLE FINANCIAL PLANNERS INC.
SEC RegisteredYour new Financial Lifecycle begins here
About the firm
Lifecycle Financial Planners, Inc is a financial planning firm located in Bloomfield Hills, Michigan. The firm offers a Lifecycle Financial Assessment as a starting point for prospective and existing clients seeking an overview of their financial situation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Business Planning, Wealth Management, Investment Strategies, Retirement Analysis, Estate Planning, Review Insurance, Goal Setting, Asset Allocation, and Tax Planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 117 | $348M |
| High Net Worth Individuals | 52 | $315M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LIFECYCLE FINANCIAL PLANNERS INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.