Strategies to Simplify Your Life, Pursue Your Vision
We help give you the freedom to focus on the rest of your life.
Imagine...
Simplifying your life and having more time for yourself, your family, and the community you serve.
Being in control of your wealth through what we believe are creative, cutting-edge ideas and a multidisciplinary approach to reaching your goals.
Having a team of what we feel are forward-thinking specialists who are dedicated to helping you achieve your life vision.
A process that guides us in understanding and helping you attain your goals.
About Lifestyle Freedom
At Lifestyle Freedom, we focus on freeing clients from the everyday worries of wealth management so they can focus on what makes them feel fulfilled. Through our partners and subsidiaries, our Virtual Family Office provides you with the resources to help manage your wealth so you can focus on the more important things in life.
We are committed to providing you with solutions that reflect your vision for life. You no longer need to wonder whether your advisor is really working for you or whether your goals are too complex. We combine our expertise, process, and team of strategic partners to help you realize your objectives. We also provide proactive outreach with new strategies that could benefit you.
Wealth Management
We act as a fiduciary in offering wealth management strategies to people from multiple locations. We blend a proprietary lifestyle management model, family office services, and a network of experts in an array of fields to bring solutions that help give clients the freedom to pursue a life vision and reach their financial goals. Our virtual Family Office incorporates outside expertise on an as needed basis to help meet your unique demands.
Strategic Business Planning
As business owners, we know that you need to work ON your business as much as you need to work IN your business. The problem is that you may not have time for both, and your expertise is in your business, not knowing businesses. Our strategic business planning offers you the expertise and the guidance to help you make sure your business is structured to meet your changing needs. You can focus on running your business while we help make sure your business helps you achieve your life vision.
Proactive Tax Planning
What are you doing to make sure you get all the breaks you deserve? The world is full of tax preparers who can put the right numbers in the right boxes on the right forms by the right deadlines. But then they call it a day. We work with several CPA partners to help develop a proactive tax plan to allow you the opportunity to take advantage of the available legal, moral, and ethical breaks. Together, once we gain a clear picture of you and your resources, we scour the tax code for overlooked deductions, entities that can be restructured, and strategies that can be implemented both now and in the future to reduce your tax liability.
Partner with Lifestyle Freedom
Financial Advisors
Are you looking to add revenue streams and expand your expertise beyond traditional financial planning and investment management? Would you like to be able to provide cutting edge tax reduction and wealth enhancement strategies for your clients? Learn how you can become part of and have access to a comprehensive team of experts from wealth management, risk management, legal, accounting, and more.
Accounting Professionals
Do you want to expand beyond the traditional tax prep and bookkeeping model? Are you looking to deepen your relationships with your best clients? Learn more about our Professional Partnership Program with Array Partners and see if partnering with us is right for you!