Life Planning Partners, Inc.

Carolyn Mcclanahan is a CFP® and holds a Series 66 license with 22 years of experience in financial advising. She has been with Life Planning Partners, Inc. in Jacksonville, FL since 2003. In addition to her advisory role, she speaks at financial planning and securities industry events and writes for a general audience on topics such as health care planning and end-of-life planning, dedicating about 15% of her time to these activities. Life Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations through ongoing financial planning, portfolio management, and pension consulting. The firm emphasizes holistic life planning and long-term asset allocation, using broadly diversified, low-cost mutual funds and ETFs, and operates as a small advisory team managing personalized client relationships.

Stephen Sanders is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Life Planning Partners, Inc. since 2025, following roles at Edward Jones and Bank of America NA/Merrill Lynch. Sanders holds a Series 66 license and is based in Jacksonville, FL. Life Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations with comprehensive financial planning and portfolio management. The firm emphasizes holistic life planning and asset allocation using broadly diversified, low-cost funds, and provides pension consulting as a non-discretionary ERISA fiduciary.

Brett Lozowski is a CFP® professional with six years of industry experience currently serving at Life Planning Partners, Inc. He has previously worked at Truist Advisory Services, Inc. and Merrill. Outside of financial advising, he has experience with the Tuscaloosa United Soccer Club and a local restaurant business. Life Planning Partners is a small advisory team that serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes holistic financial life planning and long-term asset allocation, primarily using diversified, low-cost mutual funds and ETFs, while providing personalized client relationships and pension consulting.