Financial Advisory  Services

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

 Financial Advisory  Services

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 tax planning, to investment management, to wealth management, and everything in between, our financial planners consider and help you plan for every stage of your financial life.

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Expert Accounting.

We are a team of professionals that is run and directed by Registered Investment Advisors and Certified Public Accountants (CPAs). Guaranteeing you are in good hands when it comes to investment and financial planning. Don’t trust your finances with someone who is not certified!

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Combined Experience Of The LYFE Team

30+ Years

Education Level Of The
LYFE Team

CPA | MPA | B.A.

Trusted Accounting

We are trusted by numerous individuals and small businesses and the number continues to grow today. Our team’s experience and efforts extends beyond financial advisory which is just one of many reasons our clients trust our financial services.

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Hundreds of Small Businesses Served

And growing
Small Business Tax Preparation Services

Your Numbers are in Good Hands

Secure Your Financial Future Starting Today

Quality Atlanta Financial Advisory Services

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What Does A Financial Advisor Do?

Before anything else, let us first define what a financial advisor is. A financial advisor is basically your planning partner in all your financial concerns.

For instance, if you are planning to send your kid to a private university 10 years from now, or maybe you want to retire after 30 years- that’s possible. However, if you plan to achieve it on your own, it may be hard to accomplish. That’s when you’ll need the help of a skilled financial advisor or financial institution to make these goals become reality.

You and your financial planner will then discuss not only your goals but your current financial status too. They will educate you and give you the information you need to make smarter decisions regarding your finances.

› How much money should you save in a span of time?
› What accounts do you need?
› What are the types of insurance you should get (life insurance, health insurance, etc.)?
› What about estate planning?

These are some of the financial topics that will be covered once you get to talk to your financial advisor. Yes, they are in some way an educator too. They will help you to better understand your current finances and evaluate your financial reporting to guide you in properly planning for your future goals.

What Are The
 Types Of Financial Advisors?  

Similar to other professions, there are also different types of financial advisors that you can cater to your various needs. And they also vary based on the range of services they offer.

So here are the seven types of financial advisors, what they do and the things you need to know before getting one:

Certified Financial Planners

When you say Certified Financial Planner, it means they have already undergone training and have enough experience to pass the CFP certification exam. They offer services that don’t require regulation. And this includes guidance on how to pay down a debt, devising a plan for your retirement or creating a realistic budget.

Broker-Dealers and Brokers

A broker-dealer can be an individual or firm that buys and sells securities such as mutual funds, bonds and stocks. These people can buy and sell on behalf of their clients. However, the financial products that they can sell are limited and will depend on their license. So if ever you decide to work with one, you should check their licenses and verify their registration on FINRA.

Investment Advisors

Investment advisors can be an individual or a company who is hired to provide investment advice to their clients. They are also allowed to manage their client’s assets directly. But, similar to broker-dealers, you should also verify their registration on the Financial Industry Regulatory Authority (FINRA) before getting their services.

Financial Consultant

This is another type of financial advisor whose main responsibility is conducting an audit on your financial situation and helping you devise a plan to reach your future goals. Depending on their background, training and certification level, these individuals will be able to provide assistance in your specific needs such as insurance and tax preparation.

Financial Coach

They are often tagged as the most beginner-friendly financial advisors. These people usually focus on helping you understand the basics of financial literacy. This includes how to save more money or how you can reduce spending. These financial coaches can help their clients to build their wealth so that an investment advisor may be able to help them in the future.

Investment, Portfolio & Wealth Managers

The name says it all. Whatever their job title says- wealth manager, asset manager, portfolio manager, or investment manager, they do exactly just that. They are the ones responsible for managing their client’s portfolios. It usually covers creating short or long-term strategies for acquiring or disposing of their client’s portfolio holdings.

Robo-advisor

A robo-advisor refers to an automated investment management service. They utilize computer algorithms to create and manage an investment portfolio based on their client’s goals. They have little to no human supervision.

How To Choose The Right Financial Advisor?

Now that we’ve discussed what does a financial advisor do and what are its common types, you might be asking: so how do I choose the right financial advisor or financial services for me?

We’re glad you’ve asked! And the answer is- it depends on your budget, needs and goals.

› How much are you willing to spend to pay for an advisor?
› What are your current financial needs and situation?
› What do you want to achieve with the help of an advisor?

Whatever type you end up choosing, it’s imperative to check the individual or the company’s background first before entrusting them with your finances. It will be better to choose financial institutions that have years of proven experience in this field.

LYFE Accounting is just that. Our financial advisory services have been helping individuals with their financial management for years now. Read on to learn more about our financial services.

Atlanta Financial Advisory Services

Our investment advisors will help you understand and maximize your:

Income

Whether you are a regular employee with a monthly paycheck, or an entrepreneur running his own business, the question remains. Are you bringing in enough income to cover your specific needs and meet your goals?

Expenses

Some people say that money is meant to be spent. While that may be right, you still have to be smart in spending your hard-earned money. So where are you spending it and is it the best use of your money?

Investments

Saving is not always the best way to ensure you have money. Yes it is good for keeping what you already have, but what about generating more dollars without having to literally work for it? Is your money working for you while you sleep?

Company Benefits

Are you a regular employee at your company? As a dedicated employee, working for a company has more perks aside from your paycheck. Do you have an efficient company benefits plan to achieve your goals?

Taxes

Paying your taxes regularly is a part of responsible adulthood. Although there’s a clear process on how to file your taxes, you still need to keep an eye out on how much you are paying. Are you spending more on taxes than you have to?

Retirement

Probably one of the best achievements in life is getting to enjoy the fruits of your years of labor when you retire. But the question is, now that you’re still young, have you ever considered retirement planning? Will you have enough money to retire?

Every  Dollar  Makes Sense

You deserve an advisor who will make financial advice and recommendations based entirely on your needs and goals.

Our Financial Advisory Service  Process 

 

Meet With Your Financial Advisor

Initial consultation to access your financial situation and plan accordingly

 

Identify And Develop Goals

You and your financial advisor will set realistic and measurable goals


Determine Paths To Achieve Goals

Financial Advisor will discuss possible financial paths and breakdown the benefits and risks of each

 

Create And Implement A Financial Plan

Financial Advisor will present a detailed plan consisting of your personalized asset allocation

 

Monitor And Evaluate The Financial Plan

Financial Advisor will provide ongoing support including meetings and an annual review

Meet With Your Financial Advisor

Initial consultation to access your financial situation and plan accordingly

Identify And Develop Goals

You and your financial advisor will set realistic and measurable goals

Determine Paths To Achieve Goals

Financial Advisor will discuss possible financial paths and breakdown the benefits and risks of each

Create And Implement A Financial Plan

Financial Advisor will present a detailed plan consisting of your personalized asset allocation

Monitor And Evaluate The Financial Plan

Financial Advisor will provide ongoing support including meetings and an annual review

It’s Accrual World – We Make It Easy For You

Three Reasons To  Love LYFE Accounting 

People Not Products

The quality financial advice and recommendations that our advisory firm provides are based entirely on our client’s specific financial goals and we never recommend affiliate financial products or affiliate solutions at the expense of our clients’ true needs and goals.

Registered Investment Advisors

Our team, located in Atlanta, United States, is run and directed by Registered Investment Advisors and Certified Public Accountants (CPAs) which is the highest level of certification you can attain in accounting. Guaranteeing you are in good hands when it comes to investment management and financial planning. Don’t trust your finances with someone who is not certified!

A+ Customer Service

Our goal is to have the best customer service team ready to give strategic and technical support when needed. Our team of financial planners strive to educate and empower our clients about their finances in order to help them build wealth.

Hundreds of People  Choose LYFE 

“My experience with LYFE Accounting was nothing short of amazing. Krystal is professional, detail oriented, and truly cares about her clients. I will continue to use LYFE Accounting for all of my personal and business tax needs as well for my business bookkeeping needs.”

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CLIENT TESTIMONIAL

“I had an awesome experience at LYFE Accounting. My accountant was really knowledgeable & professional. She got me the maximum refund possible…I would recommend LYFE Accounting to any & everyone.”

– P. Griffin