LifePlan Advisors

LifePlan Advisors, Inc. was started by George R. Yeager, CFP®, CPA, MTx and Charles "Chace" W. Hatcher, II in January of 2011 to fulfill their mutual dream of providing sound Biblical counsel to individuals and businesses in the area of their finances.

George and Chace believe strongly in their calling to serve others and strive to provide all their clients with practical, innovative solutions that are responsive to every-day personal and business issues, while emphasizing a commitment to Jesus Christ and his people.

At LifePlan Advisors we take very seriously our commitment to be Disciples of Christ and Businessmen; therefore, we feel that our level of integrity and respect for the law and our clients must be higher than any in the industry. We will always endeavor to meet our commitments and exceed our clients' expectations, and we will never compromise our values.

The Partners –

George is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant, and Masters of Accounting from UAB, and has over 30 years' experience in the financial services industry. George was a Senior Partner at his own CPA firm, Yeager & Boyd, for 10 years and for the past 7 years served as Senior Financial Analyst at a nationally recognized Registered Investment Advisor (RIA) firm. He enjoys helping clients define and pursue their financial goals through comprehensive plans based on biblical principles. George is also well versed in complex financial issues and has copious experience working with high net worth individuals and large corporations. He is very active in his community and church, Philadelphia Baptist Church in Vestavia Hills, AL. He is co-founder and President of Rejoice and Hope Ministries International, a nonprofit ministry serving Tanzania. He and his wife Cathy have four grown children and four grandchildren.

Chace holds a B.A. from the University of Florida and is one semester from completing his J.D. at Cumberland School of Law, where he has focused on Asset Protection, Taxation, and Business Planning. He has successfully started and run his own staffing company, where he gained extensive knowledge of the human resources industry. He has an entrepreneurial spirit and a passion for solving tough problems. Chace works tirelessly for his clients and has a strong desire to help them meet their life goals in a God honoring manner. Chace and his wife Dana are active members of Church of the Highlands and the parents of a beautiful one year old daughter.

Why Elephants?

We chose the image of the elephants for several reasons (None of which are Alabama Football). First it symbolizes the core values we want to embody and model for our clients: Wisdom. Strength. Family. Secondly the Elephant represents a country that is very close to George's and Chace's hearts, Tanzania. Through a 501(c)(3) ministry, Rejoice and Hope Ministries International (RHMi), started by George, George and Chace have been able to contribute to the spread of the Gospel and provide for the needs of the Tanzanian people.

George and Chace also have a combined goal of climbing the famed Tanzanian mountain Mount Kilimanjaro, the "Roof of Africa", pictured on the home page.

Securities Offered Through Securities Service Network, Inc., Member FINRA/SIPC
Fee Based Advisory Services Offered Through SSN Advisory, Inc., A Registered Investment Advisor
Welcome to LifePlan Advisors, Inc. and thank you for visiting our site. LifePlan Advisors is a Biblically based full-service financial firm serving the Mountain Brook, Vestavia, Hoover, Homewood, Pelham, Trussville, Irondale, Leeds, Birmingham Metro, Shelby County, St. Clair County, Talladega County, Calhoun County, Etowah County, Alabama areas.

Our services include Financial Planning, Investment Management, Business Consulting, Professional Employer Organization (PEO) Services, Tax and Accounting, and Life Insurance and Annuity needs of Individuals and Businesses.

Please call us today for an appointment: 205.967.2110
Taxation is a major part of your Personal or Business Financial Planning and a single mistake in tax planning or tax preparation can affect your business negatively.

LifePlan Advisors manages their clients’ Personal and Business tax planning and preparation. We provide our clients with advice and guidance on income tax and business tax strategies which include:
  • Personal tax planning & preparation
  • Gift Tax planning & preparation
  • Estate Tax planning & preparation
  • Business tax planning & preparation
  • Income tax preparation
LifePlan Advisors’ has over thirty years experience in the tax and accounting business which we use to help you stay in conformity with the law. We’ll be more than happy to serve you if you’re looking for tax planning for individuals, business owners, and executives, corporations, shareholders, and closely-held businesses.
Planning for your Personal or Business financial future can be a daunting challenge. At LifePlan Advisors we offer our clients sound Biblical advice on saving, investing, charitable giving and preparing for the future.

Whether you’re looking to expand your business or provide for future generations, LifePlan Advisors will help every step of the way with strong guidance and useful analysis. With multiple areas of knowledge we are able to provide our clients financial plans that are responsive to many contingencies.

A solid retirement solution provides one thing above all else: Peace-of-Mind. At LifePlan Advisors, we realize achieving that peace-of-mind requires a Biblically sound, complex collaborative endeavor, a careful approach, knowledgeable navigation, and innovative customization. With so many details to consider, we believe that successful retirement planning is an artful process which demands vital knowledge.

LifePlan Advisors has developed its knowledge of retirement strategies through rigorous training, education, and experience. At LifePlan Advisors you can trust your retirement and investment solutions are responsive to the latest information and grounded in tested wisdom.

Today's economy demands innovative solutions to the complex needs and risks facing businesses.

In response to these demands LifePlan Advisors has developed an approach to managing our clients' human resources needs that combines Professional Employer Organization (PEO) outsourcing and personal on-site consulting.

LifePlan Advisors' philosophy is for a business to go beyond ordinary success there must be an alignment of Human Capital with Financial Capability and Goals.

At the core of this philosophy is a common sense approach to your business's need for quality personnel related services such as Payroll, Employee Benefits, EPLI (Employment Practices Liability Insurance), and Workman’s Compensation while maintaining maximum efficiency and stable cash flow. Contact us today for your Human Resources Solutions!