WHO WILL CARE FOR MY FAMILY MEMBER WHEN I AM GONE? CALL 630-628-7189

Investment Policy

INVESTMENT POLICY

Life’s Plan Pooled Trust Choices 2020 (DOWNLOAD)

Life’s Plan Inc. Current Pooled Investment Policy Statement (IPS) 2020 (DOWNLOAD)

Life’s Plan Inc. Individual Trust Policy Statement (IPS) 2019 (DOWNLOAD)

Life’s Plan Inc. Q1 2021 Report (DOWNLOAD)

Life’s Plan, Inc. assists families in addressing the very difficult and universal question: “Who will care for my family member when I a m gone?” For over 30 years, Life’s Plan has assisted people with disabilities and their families.

OUR LOCATION

901 Warrenville Road Suite 500
Lisle, IL 60532

FAX: 630-628-2350

Lily LeBlanc

630-628-7169

lleblanc@raygraham.org

Scott Nixon

630-628-7189

snixon@lifesplaninc.org

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