Wealth Management
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Financial Planning for Real Life
Traditional financial planning draws on algorithms that projects your life decades into the future, but what about your life now? We believe you need a road map that doesn’t just prepare you for retirement; it prepares you for everything in between too. We feel your road map should simplify your money and guide you toward accomplishing your goals.
At Lifestyle Freedom Advisory Group, LLC (“Lifestyle Freedom”), we help provide that roadmap. We have developed a proprietary process that addresses the different aspects of your life from foundational issues all the way to leaving a legacy. Our goal is for the solutions we develop for you to be practical solutions that can apply to your life here and now. These strategies can help reduce or eliminate income taxes, prepare for your children’s or grandchildren’s education, protect and grow your assets, and maximize the value of your business.
By partnering with strategic partners in related fields like law, tax, and insurance, we become your one-stop-shop for your wealth management needs even as your wealth and its complexity potentially increases over time. By focusing your roadmap on your goals and grounding the structure in real life, our goal is to free you from the time-consuming task of navigating relationships with multiple experts. We will help you minimize stress and maximize the opportunities of your wealth so you can focus on the people and experiences that are most important in your life.
How It Works
We start with your vision. Our proprietary process is designed to help you better understand where you are, where you would like to be, and what is most important to you. It is this process that helps lead you and us in understanding the outcomes that you want to achieve for you, your family, and the community. From there we help you achieve your goals and dreams through a multidisciplinary approach to what we believe are realistic, creative, cutting-edge financial strategies.
Suitability Pyramid
We have designed our Suitability Pyramid to help achieve your vision for life while helping to ensure that the essential areas of your finances have been addressed.
We start with the pyramid’s foundation of creating good habits, move on to the financial solutions that help create the life you envision, and finally explore the legacy that you would like to leave your loved ones. The key word in our Suitability Pyramid is “suitability.” You will choose the tiers that work for your lifestyle, and together we will create a completely personalized pyramid for you and your family.
We have designed the Suitability Pyramid to help add clarity to your decisions and increase your financial confidence. As your wealth and its complexity potentially grow, we may expand on some areas, providing personalized family office services and drawing on our network of specialists to help both simplify and grow your wealth.
Your Own Team of Experts
When all you have is a hammer, everything looks like a nail. We believe a lot of financial advisors focus only investing your money, but we know that isn’t always the best solution or it doesn’t address all your concerns. That’s why we partner with a team of people who have expertise in their fields – service providers, legal specialists, investment bankers, and tax code specialists – to make sure that no matter what issues you bring to us, we have the tools to help fix it. We consult with the strategic partners and serve as your point of contact, so you get the benefit of the expertise in the different areas without the headache of coordinating across multiple advisors.
View our team and find the advisor closest to you!
Outcomes
Our team and proprietary process can help you control your wealth by employing strategies that can help…
Reduce or eliminate income taxes
Reduce or eliminate taxes on highly appreciated assets
Eliminate estate and/or gift taxes
Grow your wealth
Protect assets from creditors
Reduce financial risk
Pass the full value of your estate to family and charity
Maximize the value of your business
Create an exit plan for you from your business
Implement cost-reduction strategies for your business
Pass your valuables along with your values to future generations
Free up time for what is most important to you
Investment Strategy
While a buy-and-hold philosophy may be great long term, it can be difficult to manage the emotions that come with the ups and downs of the market. Active management can help avoid the swings of a buy-and-hold strategy, but there is always potential to mistime your moves, potentially costing money on both the low and the high. There may also be alternative investments to stocks and bonds that could serve a variety of purposes.
At Lifestyle Freedom, we carefully consider the amount of risk you are willing and able to take to build a portfolio with an appropriate blend of the above strategies. Your portfolio is tailored to your individual needs.