Life Planning Agency, Inc. was founded by Ronald Seroda CPA as a registered investment advisory in 1998. A sole proprietorship and family run business, spanning two generations, we provide the highest level of personalized financial service. We build custom portfolios, tailor made to you.
As a member the Charles Schwab & Co. Alliance of registered investment advisories, we offer account services and transaction clearing through Charles Schwab & Co; allowing us to offer on-line commission rates and transaction fees with some of the lowest client costs to be found in the industry while still providing stellar customer service.
Whether your goal is funding your retirement, your children’s education, or simply to have additional income every year for a family vacation, we are here to help you meet that goal. For almost 20 years, we have assisted our clients to both capitalize on the opportunities, and weather the storms of a dynamically changing twenty first century financial world. Life offers challenges, we’re here to help you meet them.
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