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Society For Lifetime Planning Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Society For Lifetime Planning is a financial services company based in Troy, Michigan, founded in 1985. It serves individuals and families seeking planning for their later years and has assisted thousands in preparing for retirement or aging with confidence. The organization states a philosophy focused on reflecting on the past, valuing the present, and preparing for a future that may hold meaningful rewards. The company employs between 11 and 50 people and operates from its offices at 5445 Corporate Drive, Suite 170, Troy, MI 48098. Revenue is reported in the range of $10 million to $25 million.

Find Society For Lifetime Planning employees' phone numbers or email addresses

Society For Lifetime Planning Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Society For Lifetime Planning's Leadership

  • Stylized image of a person
    W. P.
    Financial Advisor, Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Z. S.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. D.
    Executive Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. E.
    Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. R.
    Client Services Coordinator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Administrative Assistant
    Phone icon
    Mobile Phone

Society For Lifetime Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Finance

Contact profiles from Society For Lifetime Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. P.
    Financial Advisor, Partner
    Phone icon
    Mobile Phone
    United StatesMichigan
    Nov 18, 2025
  • Stylized image of a person
    Z. S.
    Vice President
    Phone icon
    Mobile Phone
    Nov 13, 2025
  • Stylized image of a person
    J. M.
    Vice President
    Phone icon
    Mobile Phone
    United StatesMichigan
    Apr 23, 2025
  • Stylized image of a person
    M. G.
    Senior Vice President
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. D.
    Executive Vice President
    Phone icon
    Mobile Phone
    United StatesMichigan
    Feb 26, 2024
  • Stylized image of a person
    E. E.
    Administrative Assistant
    Phone icon
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    E. R.
    Client Services Coordinator
    Phone icon
    Mobile Phone
    United StatesMichigan
    Aug 04, 2024
  • Stylized image of a person
    K. D.
    Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesMichigan
    Feb 22, 2025
  • Stylized image of a person
    N. P.
    Financial Advisor And Compliance Officer
    Phone icon
    Mobile Phone
    United StatesMichigan
    Apr 25, 2025
  • Stylized image of a person
    P. T.
    Administrative Assistant
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 21, 2024

Frequently Asked Questions

What is Society For Lifetime Planning known for?

Minus sign iconPlus sign iconSociety For Lifetime Planning operates in the Financial Services industry. The company's main headquarters is located in 5445 Corporate Drive Suite 170 Troy, Michigan 48098 United States; you can contact the main corporate office by phone at
+1-248-952-****
. Explore Society For Lifetime Planning's company overview page for more information.

What is Society For Lifetime Planning's most common email format?

Minus sign iconPlus sign iconSociety For Lifetime Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Society For Lifetime Planning email formats with LeadIQ.

How many employees does Society For Lifetime Planning have currently?

Minus sign iconPlus sign iconSociety For Lifetime Planning has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Society For Lifetime Planning's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Society For Lifetime Planning's key employees include:

  • Financial Advisor, Partner: W. P.
  • Vice President: Z. S.
  • Vice President: J. M.
  • Senior Vice President: M. G.
  • Executive Vice President: M. D.

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