Donald E. Headley, AIF®

I am a Financial Consultant helping people interested in living a good life. My desire is to help educate my clients on how to navigate in the investment world. I am a dedicated to giving independent advice and developing  structured financial plans.

My goal is to create a tailor-made “Life Long Financial Plan” for clients, because there is a need to help alleviate the emotional and complex apprehension of investing. Each client faces distinctive challenges. I believe that all the clients deserve an experienced and competent advisor who delivers services with impeccable standards and integrity. “The Life Long Plan strives to provide clients with solutions to complex financial needs to help them through various stages of life.”

As a business owner and financial professional I am dedicated to helping business owners, associations and physicians with their unique financial needs. I utilize highly skilled, independent professional money managers, highly rated  insurance companies and

Innovative investment products in guiding all my clients towards their goals.

I attained a bachelor of Science in Economics and Public Administration from Michigan State University. I started my financial consulting career in 1985 as an Accountant Executive with Merrill Lynch. I attained advanced

Training in Financial planning and portfolio construction at the New Jersey Princeton Training Center of Merrill Lynch until 1995. I than joined the Independent Consulting Field. I am an Vice President of Investments at Upstream Investment Partners where I continue to manage high net worth portfolio’s. I am also licensed to sell health, disability and variable contract insurance. I have attained an A.I.F.  ( Accredited Investment Fiduciary).