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Your LifeManaged Options

We offer more than just financial advice and retirement plans. We offer life management to empower you to reach your goals in your timeframe.

Which Plan is Right for You?

Core Plan

$150/month
  • Comprehensive, goals based financial plan to create pathways to experience life on your terms.
  • On-demand consultations or analysis for life decisions and one annual review (in person or virtual) to update your plan and provide life event recommendations. Reach out any time for advice!
  • Core plan includes: Budgeting Analysis and Personal Spending Plan, Personal & Student Debt Management, Insurance Review and Recommendations, Assessment of Retirement readiness and recommendations, College education planning (as needed), and investment allocation review and recommendation consistent with financial goals.

Prime Plan

$300/month
  • Includes Core, Plus:
  • Company Benefits Maximization – Open enrollment review of plan options for health insurance, group life and disability, Health Savings Accounts (HSAs), and “cafeteria plan” options.
  • Equity Compensation Planning for Incentive Stock Options (ISOs), RSUs, ESPPs, ESOPs, and Deferred Comp Plans.
  • Solopreneur and Small Business Owners (1099 Income Professionals): Business Planning, Tax Strategies, and Entity Structure recommendations.
  • Asset Allocation recommendations for employer-sponsored accounts like 401(k)s and 403(b)s.
  • Personal and Business Tax Planning Services and Coordination with CPA/Accountants
  • Basic Estate Planning to protect your family from unforeseen circumstances
  • Monthly Communication about lifestyle goals and spending and In-person Quarterly Reviews.
  • Objective due diligence on alternative investment opportunities
  • Real Estate and Rental Income Portfolio Analysis
**Portfolios greater than $500,000 include Prime Services

Which LifeManaged Plan is right for you? Let's find out!

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As fee-only financial advisors, we develop high trust and deliver high value because we are incentivized to grow your wealth (not ours)

Nothing is worse, or reflects more poorly on our profession, than economic conflicts of interest.

When others are paid to sell you financial products, they will act in their best interest (not yours).

So, when you’re looking for a trusted fiduciary (someone legally and ethically bound to act in your best interest), here are some things to consider…

  • Fee-Only Financial Advisors (Like Us!)
  • Commission-Based Broker

    • Fee-Only financial advisors are NOT paid by a company for selling their products to the client.

    Fee-Only financial advisors are paid by the client an annual percentage or monthly amount to manage the client’s portfolio.

    The financial advisor is motivated, therefore, to grow the client’s portfolio as big as possible because they are paid for results.

    As a result, the advisors are motivated to make the client happy because it’s a longer-term play for the broker since they are not being paid commissions for products they sell.

    Fee-Only financial advisors may be the best long-play strategy because they seek to build relationships, add value, and grow your portfolio long-term, making it a win-win!

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    The broker recommends a certain product being offered by a certain company to their client.

    [

    In return, that company pays the broker a commission for selling that company’s product.

    [

    As a result, the broker has a greater incentive to recommend a product to the client that pays more to the broker, not one that is necessarily best for the client.

    [
    When a broker is paid commissions for the products they sell, they are motivated to grow their personal income through higher commissions, and not from growing their client’s portfolio.
    [

    Commissioned brokers tend to be less concerned about making their clients happy and earning their trust and referrals than they are with hustling to sell (it’s quantity over quality).

    About Life Managed

    The material on the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

    Dynamic Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

    While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

    Information about your visits to our website. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience.

    Thanasi Panagiotakopoulos and Ben Fredlake, CFP® are investment advisor representatives of Dynamic Wealth Advisors dba LifeManaged. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.

    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    Thanasi Panagiotakopoulos

    5134 N. Central Ave., Suite 101 Phoenix, AZ 85012

    Email Us

    info@lifemanaged.com

    Call Us

    (602)-412-1666

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