# Lifecourse Capital, Inc.
Source: https://planprovider.pro/provider/lifecourse-capital-inc

> From Madison in the Huntsville-area, Lifecourse Capital, Inc. works with individuals and small businesses on investment and retirement planning decisions. Th…

Retirement Plan Advisor

Madison, AL

## About Lifecourse Capital, Inc.

<p>From Madison in the Huntsville-area, Lifecourse Capital, Inc. works with individuals and small businesses on investment and retirement planning decisions. The firm reports $0.1B in AUM (2026) and supports clients across Alabama, Florida, Georgia, Louisiana, Tennessee, and Texas.</p>

<p>With more than 30 years of combined experience in banking and financial services, the team focuses on straightforward advice and long-term client relationships. Lifecourse Capital’s work includes building investment recommendations around stated goals, time horizons, and comfort with risk, with regular check-ins to review progress and make updates.</p>

<p>In addition to portfolio management and financial planning, the firm offers tax services and acts as a <a href="/retirement-plans">retirement plan provider</a> for employers that need outsourced plan administration. Its differentiator is the mix of planning, investment management, and ongoing education delivered by an experienced team with deep roots in the local North Alabama market.</p>

<ul>
<li>Investment advisory and portfolio management</li>
<li>Financial planning for individuals and business owners</li>
<li>Tax services</li>
<li>3(21) fiduciary services for employer-sponsored retirement plans</li>
</ul>

Website: [https://www.lccapital.net/](https://www.lccapital.net/)

## Office Locations

- Madison, AL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $126.4M

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