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Charles Hatcher

LifePlan Advisors, Inc.
Human Resource

Contact Information:

1512 Alex Drive
Birmingham, AL 35210
United States
T: 205-967-2110
F: 205-957-7976
www.LifePlanAdvisors.com

Years in Business:

 

2

Clients I'm Seeking:

 

Clients in need of a full service HR solution: Payroll, Work Comp, Employee Benefits, HR Support and Employment Practices Liability Insurance

About My Business:

 

Financial Planning LifePlan Advisors develops complete financial plans for our clients in many areas such as; cash flow management • Retirement Planning, • Investment Planning, • Risk Management, • Insurance Planning, • Tax planning, and • Estate Planning. For our clients with younger children or grandchildren we can develop an Education Plan, and for clients who own a business we develop Business Succession Plans; conversely for clients seeking to buy a business, we create Business Acquisition & Development Plans. Investment Management LifePlan Advisors Fee Only Management process implements our clients investment plans through careful, researched strategies that help us stay in tune with the economy as a whole and the financial markets. We offer our clients access to many investment opportunities such as ETFs, REITS, and Self-Directed IRAs, as well as more traditional investments such as Mutual Funds, Stock and Bonds. For our business clients we can manage various retirement plans from SEPs and SIMPLEs to traditional 401ks. Business Consulting  Start-Up Development – LifePlan Advisors helps  Executive Counsel  Human Resources Consulting – Professional Employer Organization (PEO) Sourcing  Growth & Financial Solutions  Franchise Arsenal ® - Through a small team of professionals with specific skills sets in the legal, marketing, and accounting fields LifePlan Advisors develops businesses into franchisable entities. Tax Services & Accounting Personal • Income Tax Planning & Preparation • Gift Tax Planning & Preparation • Estate Tax Planning & Preparation Business • Bookkeeping/ Write-Up Services • Income Tax Planning & Preparation • Payroll Tax Planning & Preparation Public Housing Authority LifePlan Advisors has developed an accounting practice that specializes in managing the fund accounting specific to Public Housing Authorities. Since the passage of Sarbanes/Oxley PHAs can no longer rely on the accounting firm that performs their Audit to maintain and correct their books; LifePlan Advisors specializes in filing that void, we do not perform PHA audit services; therefore, we avoid any possible conflicts of interest. • Bookkeeping • Accounts Payable/Receivable Securities Offered Through Securities Service Network, Inc., Member FINRA/SIPC Fee Based Advisory Services Offered Through SSN Advisory, Inc., A Registered Investment Advisor

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