BBB Accredited Business Profile

Life Planning Group, LLC

Life Planning Group, LLC

(480) 451-7727

Life Planning Group, LLC

9 years in business
8426 E Shea Blvd
Scottsdale, AZ 85260-6634
Fax Numbers
  • (480) 664-6601
Additional Email Addresses
Additional Website Addresses
BBB File Opened: 03/16/2013
Business Started: 01/23/2009
Business Incorporated: 02/02/2009 in AZ
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Warner Lewis, Member
Business Category
  • Estate Planning and Management
  • Legal Document Help
  • Business Consultant
  • Incorporation
  • Life Coach

Products & Services
Revocable Living Trusts, Powers of Attorney, Living Wills, Last Wills, LLCs, Corporations, Partnerships, Deeds, Real Estate Loans and Purchases
Service Area
We service the following area(s): Arizona
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Methods of Payment
  • Check and Credit Card
Refund & Exchange Policy: 
3-day right of recision for in-home sales.
BBB accredited business



This company offers estate planning, business planning, asset protection planning and retirement distribution planning products and services.

Estate Planning: Wills, Trusts, Powers of Attorney, Living Wills and Last Wills and Testaments.
Business Planning: LLC and Corporation formation with complete Company Record Books; we help companies achieve and maintain compliance with the rules regarding proper administration of LLCs and Corporations.
Asset Protection Planning: Multiply-owned Holding Companies, LLCs, QPRTs and QTIPs
Retirement Distribution Planning: IRA Beneficiary Trusts and Self-Directed IRA LLCs.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Life Planning Group, LLC

Life Planning Group, LLC


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