You don’t need another friend…
You need an advisor.
Consider us to be Personal Financial Officers with larger ambitions.
After being employed first hand at large Wall Street Institutions, we know what pay to play investments and product driven investment advice looks like. At LifeManaged, we offer a new era of advice through values based financial planning. Our deep planning-based methodology and Fiduciary management provide a more transparent view of Life’s picture, while enabling you to keep more of your hard-earned dollars to achieve financial independence for your family and the future generations to come.
True Wealth Creation takes time and discipline, through 3 simple steps.
STEP 1
EARN IT
You need to make it –
Are you earning enough money for what you do best?
STEP 2
SAVE IT
You need to save it –
It’s not just how much you make, it’s how much you keep.
STEP 3
INVEST IT
You need to invest it –
You must understand how calculated and diversified risk assets grow your balance sheet.
WE KNOW WHAT YOU’RE LOOKING FOR
Our experience serving wealthy clients has taught us that everyone has different needs and goals, but every client wants the same kind of experience from their advisor. That’s how we’re here to help.
Understandable
We talk to you on your terms.
Translating industry jargon into plain English.
Actionable
We do the work. Gathering documents, coordinating with other advisors and reporting to you with results.
Accountable
Transparency is at the heart of everything we do.
LifeManaged is here for you.
Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure
For additional information click here.