Building Wealth Through Smart Financial Planning

We help professionals, families, and business owners create simple,

personalized financial plans built around your life—not just your assets.

Welcome, I’m Jeff Goldman

I help people plan their lives, not just their money.


For more than 20 years, I’ve helped individuals, families, and business owners build real financial confidence. Our team manages millions in client assets and focuses on simple, practical strategies that create lasting peace of mind.


At Life Planning Advisors, we look at more than investments. We connect your finances, your health, and your goals so you can live with freedom and purpose. Everything we do is personal, clear, and built around what matters most to you.



If you’re ready to take control of your financial life and start building the future you want, let’s talk.

Tailored financial Solutions for Your Future for your future.

Welcome to Life Planning Advisors. We are committed to making financial planning simple and accessible. Whether you're planning for retirement, optimizing investments, or ensuring financial security, our personalized advice and expert team will guide you every step of the way. We offer clear, actionable strategies to help you achieve your financial aspirations with confidence.

See Our Services

Built on the foundations of trust and clarity, Life Planning Advisors is dedicated to assisting individuals and families in their financial journeys. Our mission is to provide honest, expert, and client-focused advice that helps you achieve peace of mind. Whether you’re an executive, a young family, or anyone in between, we are here to support you with customized financial solutions.

How We Work Together.

We make planning your financial future simple, personal,

and clear—here’s what you can expect:

Step 1: Get to Know You

We start with a simple conversation to get to know you—your goals, challenges, and what matters most.


Step 2: Build Your Plan
We create a clear, customized strategy that fits your life, with

recommendations you can actually understand and use.



Step 3: Take Action & Stay On Track

We help you put the plan in motion and check in regularly to adjust as life—and the market—changes.