More money can bring on more problems.
You want to make sure you’re investing wisely for your family’s future.
You also want to ensure that your financial advisor has your best interests at heart, and that you’re always getting the best financial advice possible.
The truth is the right financial advisor can help you save money, invest wisely, and set in motion a financial future that will ensure your family’s comfort and security for years to come.
You could get that beautiful vacation home you’ve been dreaming about in Forest Highlands, but is that really what you should do?
Retirement. College. Future weddings. Legacy goals. Whatever the case may be, at Life Managed — our priorities are your priorities.
When you have a trusted financial advisor in your corner, you have a partner and a coach that will create and manage pathways for you to experience life on your terms.
Help me prioritize my goals to maximize my wealth accumulation plan. I have built a strong foundation, but I worry that I could be doing more.
Handling Money With Your Spouse
How Smart Couples Are Taking Charge of their Financial Futures
Your goals are our goals
Whether you want to pay off the mortgage, make sure the 401k will outlive you, or take that Viking River Cruise you’ve been dreaming about, we will create the necessary pathways for you to experience the rest of your life on your terms!
We offer comprehensive, customized financial planning & life management so you are empowered & encouraged to reach your goals in your timeframe.
Financial Independence Planning
Make work optional. We create a path for you to enjoy life on your terms and help you make the dream of financial independence a reality.
We create tailor-made (and realistic) spending plans to meet your financial goals and objectives.
Values and Behavior Analysis
We help you build the life and legacy you want by ensuring your values are being supported by your behavior.
Life Event Consulting
Life happens. Parenthood, death, inheritances, starting a business, and buying a second home. We help you plan through it all.
Asset Allocation and Tax Planning
Over 90% of your rate of return comes from the way your portfolio is structured.
Life is full of “what ifs.” We create comprehensive plans for life, disability, long-term care, and other solutions for your own peace of mind.
Earn Commission from Anyone
We operate free of economic conflicts of interest because we only have one interest...YOU..
Sell You Anything
We don’t sell products. We give actionable advice for a reasonable fee, and then help you execute on it.
Charge for Research
We don’t forecast based on economic crystal balls. We research and recommend the best path forward so no one drops the ball.