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

RFP Notice

RFP NOTICE FOR NEW INVESTMENT ADVISOR(S)

Individual Trusts – Investment Policy Statement 2022 (Clean) (DOWNLOAD)

Investment Advisor Questionnaire (DOWNLOAD)

Investment Advisor RFP 2024(FINAL) (DOWNLOAD)

3rd Party Trust 1 March 31 2024 Statement (DOWNLOAD)

3rd Party Trust 2 March 31 2024 Statement (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

Life’s Plan Inc. © 2020 | Website by JB Interaction