Welcome to LIFE WEALTH ADVISORS FIRM
This is where we implement the top strategies used by the 1% to reduce taxes, optimize wealth and leverage plans that fit your needs. As Holistic Advisors, our skillset is customizing a Financial Plan you may not have had before that will pivot your future. Our mission is your plan is based on putting your needs above all else.
We listen to you in the initial discovery, then analyze and implement holistic strategies to create a customized PLAN WITH PURPOSE tax strategies and estate planning to have peace of mind.
A Simplified Process in Three Easy Steps.
Discovery
Do you have a plan? Or need a second review? Click on the calendar to schedule a phone visit to learn how this is different than your previous experiences or how we can create new strategies to help you meet your financial goals. In our initial visit, we gather important financial and life information to understand your goals. Then we do a case design along with a customized Holistic Financial Plan to give you a rough draft of strategies in our second visit to review.
Strategy
Once you are our client, we will finalize the strategies and submit for approvals to our trusted partners to qualify. Being an independent advisor, we have access to over 80 carriers. Once approved, we will begin to implement the plans and allocate the funds to the appropriate plan. This is when we can make adjustments if needed and review all the enforced plans. You will also receive a free fireproof Financial Organizer Box to help keep your most important documents of your estate all in one safe place.
Implementation
As your advisor, we understand life changes, so we implement annual reviews to make sure you continue to have proper coverage, have effective strategies, make any necessary changes to your existing plans and continue to oversee your estate and finances. We are dedicated to monitoring your life plans and ensure you are in the best position year after year. Advanced planning will start and refer you to professionals to assist.
Delivery of Plan
Once funds are reallocated and implemented, the final plan is enforced. We will reiterate the structure of your plan and expectations, review your new accounts and establish regular visits as needed. Once funds are in the correct allocation, we will work on the advanced planning such as tax strategies such as a Charitable Trust and estate planning with our trusted licensed professionals.
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A Bit About Us
As an Independent Financial Advisor, we bring a holistic approach to each client's specific situation, taking pride in doing what's right for the client and putting their goals first. We leverage proprietary products and plans to protect and safely grow wealth.
Holistic Advisors take a top-down approach and go beyond basic portfolio strategies. A full understanding of all the areas of your life including major life events and non-financial aspirations. We handle comprehensive retirement planning to developing an estate plan all with tax mitigation strategies to keep more money in your estate and retirement. In holistic planning, we focus on what can be done today, but also look towards the future with recommendations on short and long term life goals of the client. This approach is used to improve the well being as individuals, not just their portfolios as investors.
Three principals of holistic financial planning:
1. Continuous - we reassess our client's plans at least once annually.
2. Personal - we discuss multiple life events topics important to the client and it's our duty to help put you in the best position.
3. Comprehensive - we offer seven in-house advisory services, while 60% of other financial professionals do much less.
This helps our clients develop wealth and retirement plans with effective strategies that improve each individual's wellbeing, with an emphasis on delivering peace of mind, protection and ultimately, fulfillment.
Minority of financial planners implement the holistic planning approach. Our firm seeks to optimize each and every aspect of a person's financial plan and understand how these pieces work together to help someone reach their goals. Our plans paints a complete picture of a client's financial life.