Fee-Only Financial Planner in Charleston, SC Provides Investment Management Services

May 3, 2010 - PRLog -- LifeSpan Financial Planning, LLC, a registered investment advisory firm located in Charleston, South Carolina, announces today a new custodial arrangement with Scottrade Advisor Services. LifeSpan Financial Planning is a financial life planning firm providing comprehensive financial planning and investment advice on a fee only basis.  Scottrade Advisor Services, best known for its low commissions coupled with personalized customer service, has agreed to act as custodian.

LifeSpan Financial Planning offers financial planning and investment management services on a fee only basis.  The firm does not sell any products or accept any commissions thus eliminating potential conflicts of interest.  As a member of the National Association of Personal Financial Advisers (NAPFA), the nation’s leading fee only organization, the firm is an advocate of complete transparency and embraces the fiduciary standard.  LifeSpan does not currently maintain any client investment minimum requirements and also works with clients on an hourly, as needed basis or as part of an annual retainer relationship without the need of asset management services.  

Scottrade has over 325 branch offices and now offers over 8,200 no-load No Transaction Fee (NTF), load-waived and no-load transaction fee funds to their clients.  The firm's primary objectives are to bring transparency, low cost investments and advice to the larger percentage of the population who do not fit the "high net worth" description that most financial professionals seek to work with. Scottrade Advisor Services further enhances this effort by making available a $7 stock trade cost and a $17 ticket charge on "transaction fee" funds.

"Scottrade increases our ability to implement investment plans and asset allocation strategies with broad exposure to low cost investments," stated Scott Spann, CFP®, EA, financial life planner and owner of LifeSpan Financial Planning. "Our aim is to help clients make the smartest decisions possible regarding their money and investments.  We realize that investment planning is a critical part of the financial planning process.  However, investment decisions should always be made with the bigger financial planning picture in mind.  I encourage the use of a holistic approach when it comes to investing.   The addition of asset management through Scottrade Advisor Services further enhances our firm’s ability to help our clients make their financial goals become reality through a low cost yet high service custodian."

Scott Spann, CFP®, EA added, "We are extremely excited to announce our recent decision to add investment management to our list of service offerings.  Our company strongly believes that fee only financial planning is the best way platform for clients seeking financial advice.  The addition of fee only investment management allows us to implement our client’s investment plans with a trusted custodian.   This agreement with Scottrade Advisor Services brings together two organizations committed to making investing affordable for everyone."

About LifeSpan Financial Planning
LifeSpan Financial Planning, LLC is a financial planning firm committed to providing its clients with the absolute best financial planning and investment advice possible. The firm provides Fee-Only financial life planning  and asset management services.  As part of the comprehensive financial planning process they also assist clients with income tax planning, investment planning, retirement planning, and more. The company is located in Mount Pleasant, South Carolina.  LifeSpan Financial Planning’s mission is to improve the lives of others by designing and implementing strategies that effectively align life goals with the creation and maintenance of wealth.  LifeSpan Financial Planning, LLC is a Registered Investment Adviser with the State of South Carolina.  As an independent NAPFA Registered Financial Advisor the firm is committed to the Fee Only model of financial planning.

Visit LifeSpan Financial Planning on the web at http://www.lifespanfinancialplanning.com.

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