History
Income & Estate Planning Partners, P.A. was established in 2008 by Craig Lytle, MBA, CFP. Craig's vision is to give indivuduals, families and business owners purely objective advice and to work for his clients and not for a company that happens to have clients. The practice is built on an Independent Financial Planning & Advice Platform giving Craig and his associates at Income & Estate Planning Partners, P.A. the tools needed to work for the clients in an indepedent objective manner.
Specialties
Through Transamerica Financial Advisors, Inc. our advisors offer investments products, money management programs and financial planning services to help construct a comprehensive financial plan for income during your retirement years and for the efficient transfer of your estate. Wealth Management, Financial Planning, Estate Planning, Retirement Planning, College Funding Strategies, Life Insurance.