Business Details
18 Years
experience
Your Trusted Partner for Financial Planning Solutions
Founded in 2008, Income Estate Planning Partners operates as an independent financial advisory firm dedicated to providing personalized education and trusted financial advice. Our team specializes in estate planning, including wills, health directives, and trusts, alongside risk management, wealth accumulation, and retirement income strategies. We serve clients from our Newark, Delaware office and across the U.S., offering both in-person and remote meetings.Affiliated with Lion Street, Inc., we leverage a national network of professionals and top-tier financial institutions to meet complex client needs. Our approach emphasizes long-term relationships, client empowerment, and compliance-focused service delivery.
Services
Retirement Planning
Estate Planning
Business Planning
Long Term Care Planning
Education Planning
Details
- Year established: 2008
Highlights and features
- We offer fiercely independent financial advice with loyalty solely to clients
- Our team provides personalized education and clear explanations of complex financial concepts
- We leverage Lion Street's national network for premium financial product access
- We combine decades of experience with modern tools for comprehensive financial strategies
- Our compliance-focused approach ensures transparent and ethical service delivery
What people say
Great experience
Talent for breaking down complex info
Balanced, unbiased approach
Integral in setting up protection plans
Peace of mind for business and family
Services
Retirement Planning
Our retirement planning service helps clients transition from asset accumulation to sustainable income distribution. We analyze Social Security optimization, tax-efficient withdrawal strategies, and longevity risk management. Our advisors create personalized plans that balance lifestyle goals with financial realities while navigating market volatility and sequence-of-returns risk.
Estate Planning
Estate planning services focus on preserving wealth across generations while minimizing tax liabilities. We implement wills, trusts, and advanced directives to ensure asset distribution aligns with client wishes. Our approach addresses probate avoidance, guardianship designations, and legacy documentation for comprehensive end-of-life planning.
Business Planning
Business planning solutions help owners separate personal and business finances while creating succession frameworks. We develop buy/sell agreements, key person insurance strategies, and executive benefit programs. Our services ensure business continuity during ownership transitions or unexpected events affecting business principals.
Education Planning
Education planning services help families navigate college funding options beyond 529 plans. We analyze financial aid strategies, scholarship opportunities, and alternative savings vehicles like Roth IRAs and Coverdell ESAs. Our approach balances education funding with other financial priorities while maintaining flexibility.
Long Term Care Planning
Long-term care planning addresses future healthcare needs through insurance solutions and self-funding strategies. We help clients understand care options, insurance coverage limitations, and the financial impact of extended care requirements. Our planning considers both physical and cognitive health considerations in retirement.
People
Craig Lytle
CEO
Craig Lytle founded Income Estate Planning Partners in 2008 with a focus on independent financial advice. He specializes in retirement income strategies and business succession planning. His approach emphasizes clear communication of complex financial concepts to help clients make informed decisions.
Christina Lee
Senior Client Manager
Christina Lee brings extensive experience in client relationship management to her role as Senior Client Manager. She focuses on estate planning and wealth transfer strategies, helping clients organize their financial affairs to match their personal values and family needs.
Chris Blahut
Senior Client Manager
Chris Blahut specializes in business planning and executive benefits strategies. With over a decade of financial services experience, he helps business owners protect their assets and create succession frameworks that ensure continuity during ownership transitions.
Questions
What financial planning services do you offer?
We specialize in retirement planning, estate planning, business planning, long-term care planning, and education funding strategies.
How do you help clients with retirement income?
We develop personalized retirement income plans considering Social Security, asset allocation, and distribution strategies to prevent outliving resources.
Do you serve clients outside Delaware?
Yes, we serve clients across the United States through both in-person meetings at our Newark office and remote consultations.
What makes your estate planning different?
Our approach emphasizes privacy through trusts, proper beneficiary designations, and comprehensive legacy planning beyond basic wills.
How do you handle business owner financial needs?
We address unique business owner challenges including succession planning, buy/sell agreements, and balancing business growth with personal financial security.
