Keep Moving Forward.

At LifePlan & Retirement, we do more than create financial plans; we help you carve a clear path toward the retirement you deserve. Life is a journey, and our mission is to provide the financial literacy you need to help you keep moving forward with confidence every step of the way. We provide personalized planning to help keep you on track so you can embrace retirement with freedom and peace of mind.

Cultivating A Legacy Of Service.

Growing up just south of New Orleans in a hardworking family, Patrick Casey learned the value of discipline, perseverance, and service early on. His father worked in the oil fields, and after high school, Patrick followed a path of dedication by joining the Marines. Serving for six years during the Gulf War and in anti-drug operations along the border, he gained invaluable leadership experience and a deep understanding of responsibility. Patrick went on to pursue his MBA, setting the foundation for a career that would later serve his community differently.

After years in sales and operations management, he grew tired of building success for others and wanted to create something of his own that truly made a difference in people’s lives. That drive led him to finance, where he quickly realized the power of providing education to help people take control of their futures. After working with a big box firm for several years, he left the practice, frustrated by how claims were denied and prices were raised. Choosing independence, he set out on his own, determined to provide honest, transparent financial guidance to those who needed it most, at first primarily serving federal employees, (he is a “Certified Federal retirement Specialist”) and then later expanding to all who needed help and he launched LifePlan And Retirement Consultants.

Now fully independent, he is focused on helping people from all walks of life build secure retirements and financial confidence. With a deep commitment to education, he takes the time to ensure his clients truly understand their options, helping empower them to make informed decisions. Whether working with federal employees or individuals planning for the future, his mission remains to guide, educate, and protect those he serves. Outside of work, he enjoys the outdoors, traveling on his motorcycle, and building a life with his wife, a dedicated nurse. As he continues to grow his business, his priority remains helping his community achieve financial security and independence, just as he has worked to do for himself.

Patrick Casey

President

Protect Your Wealth.

Secure Your Legacy.

At LifePlan & Retirement, we take a risk-averse approach to securing your financial future, helping to ensure you receive a steady, reliable monthly paycheck for the rest of your life. After years of hard work and perseverance, you deserve financial freedom without uncertainty. Patrick Casey is a straight shooter; there are no gimmicks, no guesswork, just a solid, strategic plan designed to protect your wealth and provide guaranteed income. We put your best interests first so you can keep moving forward confidently, knowing your legacy is secure and your retirement dreams are within reach.

Live The Life You've Earned.

At LifePlan Retirement Consultants, we believe that with the right strategy, you can move forward into retirement with confidence, security, and the freedom to enjoy life fully. Our team is dedicated to helping you navigate retirement with a plan that prioritizes tax efficiency, Social Security optimization, and asset protection while preparing for rising healthcare costs and inflation. We take a straightforward, risk-averse approach to securing guaranteed income, helping you have the financial stability to live the life you’ve worked hard for and deserve.

ARE YOU READY TO SECURE YOUR LEGACY?

Schedule an appointment today for a comprehensive written financial plan.