Income & Estate Planning Partners, P.A.

Address:
 2706 Kirkwood Hwy
Suite 5
Wilmington, DE 19805

Telephone:
(302) 722-6000

Fax:
(302) 370-3072

E-mail:
craiglytle@tfamail.com

Website:
www.acommunityofadvisors.com

Primary Contact:
Craig E. Lytle, MBA, CFP
President

Secondary Contact:
Stanley Terry
Account Executive
(302) 373-3706


Our Commitment
We believe that people want customized recommendations. We strive to speak for those who are impacted by financial decisions yet do not have a voice in the decision making process.

We believe our clients want:

• To be spoken to in plain language
• To be dealt with objectively
• To be advised and not sold
• Empathy not to be judged
• A clear path to follow with an easy step by step outline/timeline

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.

Our Mission
INCOME & ESTATE PLANNING PARTNERS, P.A. will work with you to implement strategies to help provide the income needed by a business, for retirement, a surviving spouse and /or children. We will carefully structure resources to help sustain a standard of living, pay to educate children, grandchildren and further honorable pursuits of churches and charities.