OUR STRATEGY IS
"TREND TRACKING"

Many people, professionals and amateurs alike, believe in the old adage, 'Buy and Hold for the Long Term.' They believe once your investment program is in place you should not make changes due to market declines, even when those declines are as severe as they've been in recent years.

I strongly disagree!

The strategy we use is what we simply call 'Trend Tracking.' With Trend Tracking we don't try to predict which direction the market is going next, or when it may start a new trend. We simply allow the markets to show us, and then we act accordingly.

Click here to read more about our Trend Tracking strategy.

Also, be sure to sign up for our free Trend Tracker Newsletter.

Investment Success!

Welcome to the World of the "All Weather Investors"

Fiercely Independent,

Beholden to No One but our Clients!

Our most important task is prudently managing the money our clients entrust to us. We employ a mix of No-Load Mutual Funds (NLMF's) and Exchange Traded Funds (ETF's) within a system based on market signals telling us when to buy, and when to sell. (As the man said, "know when to hold 'em and know when to fold 'em").

We provide this service to individuals who are tired of the 'Buy, Hold and Lose' approach, the 'churn and burn' commission strategy, and the nameless, faceless brokers and companies out there in 'Finance Land' who don't really know or care who you are unless you have hundreds of thousands of dollars to invest with them.

LifePlan Advisors Inc., the "All Weather Investors" is a registered investment advisory firm. Our innovative strategies and "far from the herd" philosophy provide our clients, friends and family a prudent and risk managed approach to asset management.

Benefits to Our Clients

A simple investment program designed to capture the majority of market gains while avoiding major "Bear Markets."
Modest minimums enable even the less than wealthy to afford professional money management.
Tax and cost benefits derived from investing in Exchange Traded Funds (ETF's), i.e. generally lower capital gain distributions and lower internal fees.
Advisor compensated by a simple asset management fee based on account value rather than transaction based commissions.

Disclosure

LifePlan Advisors is licensed with all required regulatory bodies as a Registered Investment Advisor. The firm will not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state "de minimus" exemption. Each state has it's own minimum requirements, and all Registered Investment Advisory firms and representatives are legally bound by those requirements.

This web site does not provide investment advice, nor does it constitute an offer to provide investment advice to any individual or any other entity in any state or jurisdiction.