Life Cycle Financial Planners Revenue
Financial Services • 
Boca Raton, Florida, United States • 1-10 Employees
Life Cycle Financial Planners revenue & valuation
| Annual revenue | $14,300,000 |
| Revenue per employee | $2,032,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $45,500,000 |
| Total funding | No funding |
Key Contact at Life Cycle Financial Planners
Ted Bernstein
Director
Company overview
| Headquarters | 2424 N Federal Highway, Suite 318, Boca Raton, FL 33487, US |
| Phone number | +15617714647 |
| Websites | |
| NAICS | 52 |
| SIC | 631 |
| Keywords | Wealth Preservation, Succession Planning, Annuities, Retirement Planning, Life Insurance Products, Permanent Life Insurance, Life Insurance Strategies, Guaranteed Income Solutions |
| Founded | 2000 |
| Employees | 1-10 |
| Socials |
About Life Cycle Financial Planners
We specialize in helping individuals, families and business owners with issues ranging from retirement planning, income creation and preservation, succession planning, wealth transference and wealth preservation. As a family business, we are especially skilled in family business succession matters. As life cycle financial planners, we assist people at every stage of life to ensure they are adequately protected against common threats. We believe in the planning process and working together with other professionals.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Life Cycle Financial Planners has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Life Cycle Financial Planners has never raised funding before.
Life Cycle Financial Planners Tech Stack
Discover the technologies and tools that power Life Cycle Financial Planners's digital infrastructure, from frameworks to analytics platforms.
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