Financial Advisory Services 

Live the retirement you want via personalized financial advisory.

Our Financial Advisory Services Help You Plan For Now & Later. 

Start with the end in mind. Our financial advisory services help you to reach your financial goals by creating a tailored financial plan specific to your unique financial situation. From taxes to investments and everything in between, our financial planners consider and help you plan for every stage of your financial life.

Retirement. Home. Child. Job…

Why Do You Need Financial Advisory Services?

Real-life situations call for real life planning

Expert financial advice is the key to meeting your financial goals. You may not have the expertise or the time to start and remain active on a well-thought-out financial plan. Financial planning alone can be a daunting, overwhelming and emotional process. Think of us as your financial partner to help save you time, money, and headaches.

Financial planning helps you:

  • Create rational financial goals
  • Understand your current financial weaknesses and strengths
  • Get a clear picture of your short term and long term assets, liabilities, income, insurance, taxes, investments and estate
  • Plan for your goals, act on your plan, monitor your plan, and achieve your financial goals
  • Stay flexible through changing goals, life changes, laws, and markets

Our financial advisors are here to help.

Get personalized advice based on your needs today.

How Do Our Financial Advisory Services Work?

Our financial advisory services are designed to help make your goals a reality. We will assign a personal financial advisor to you. This advisor will gain an in-depth understanding of your current financial health, help you to create realistic financial goals, create a custom and well-thought-out plan to help you achieve your goals, and provide ongoing support so you stay the course to financial success. Our financial advisory services consist of 5 steps:

Assess Current Financial Health: Your financial advisor will evaluate your current assets, liabilities, income, fixed and non-discretionary expenses, insurance, taxes, investments, expected cash flow events, and estate to calculate an accurate net worth and current financial outlook.

Identify and Develop Goals: Your financial advisor will gain an understanding of your motivation for financial planning, real-life needs, lifestyle goals, savings goals, legacy goals, and retirement goals. During this conversation, you and your financial planner will set realistic and measurable financial goals for you.

Identify Paths To Achieve Goals: Your financial advisor will discuss possible financial paths to help you reach your specific financial goals including the risks and benefits of each path.

Create & Implement A Financial Action Plan: Your financial advisor will present a well-thought-out plan consisting of a compensation and benefit strategy, stock strategy, tax planning strategy, budget analysis and strategy, investment strategy, estate strategy, and risk management strategy. Your financial planner will also help you prioritize implementation and develop a timetable to help map out implementation.

Monitor and Evaluate The Financial Action Plan: Your financial advisor will provide ongoing support including quarterly meetings, phone assistance, tax updates and planning (as needed), and and an annual review.

Our registered advisors are here to help.

Get personalized advice based on your needs today.

What Makes Our Financial Advisory Services Unique?

People not products. The quality advice and recommendations we provide are based entirely on our client’s specific financial goals and we never recommend affiliate products or affiliate solutions at the expense of our clients’ true needs and goals.

Our financial services for individuals include a short-term and long-term outlook on your financial future. We will analyze your current financial situation and help you identify areas that need improvement, such as eliminating unnecessary expenses or investing that is either too risky or not risky enough based on your financial goals.

The Seven Financial Areas We Focus On.

Our investment advisors will help you understand and maximize your:

  • Income: Are your bringing in enough income to cover expenses and meet your goals?
  • Expenses: Where are you spending your money and is it the best use of your money?
  • Investments: Is your money working for you while you sleep?
  • Company Benefits: Do you have an efficient benefits plan to achieve your goals?
  • Taxes: Are you spending more on taxes than you have to?
  • Retirement: Will you have enough money to retire?
  • Insurance: Are you over protected or under protected?

Features of Our Financial Advisory Services

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Cash Flow Analysis and Budgeting.

An analysis of your cash flow, assets, and liabilities that will help balance your short-term and long-term needs and wants to help reach your financial goals.

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Insurance Planning and Risk Management.

A detailed look at property, life, disability, and health insurance risks and coverages to determine if you are over protected or under protected and what coverages are right for you.

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Investment Planning.

Planning of stock and bond selection and diversification to fit your risk profile and help you achieve your financial goals.

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Income Tax Planning.

Analysis of the option to minimize your tax burden in both the short and long term regarding capital gains and employment tax.

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Retirement Planning.

An analysis of different retirement plan options, their rules, their tax stipulations, and distributions from qualified and non-qualified plans.

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Estate Planning.

Recommendations on wills and trusts and the efficient distribution of assets upon death.

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What To Look For When Choosing An Financial Advisory Service?

Expertise

The perfect financial advisor for you will be both qualified and tested in the field. Be sure to ask about licensing, certifications, and proper experience to ensure the planner has undergone the proper training necessary to properly diagnose your financial situation.

Cost

Be wary of advisors who cost little to no money. Usually, these types of investment advisors are not fee-based and get paid by selling you specific products and services for which they get a commission. In this case, they are selling you based on their monetary gain and not what is in the best interest of helping you meet your financial goals.

Trust

Being able to trust and connect with your investment advisor is non-negotiable. Don’t entrust your financial future with someone you have not spoken to consistently, met with, or feel uneasy about.

LYFE Accounting is a Top Rated Registered Investment Advisory Company

Hundreds of Small Businesses Choose LYFE

“Check out this awesome testimonial” – Keran

Frequently Asked Questions

What financial advisory designations do you hold?

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How much does your financial advisory services cost?

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What services come with your financial advisory services?

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What are your areas of specialization?

Are there any minimum net worth or income requirements?

Ready to Plan For Your Future?

We’d love to talk next steps. Get in Touch.

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