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Lifestyle Freedom is the passion project of wealth management professionals Michael Begin and John Daley. With 65 years of experience between them, Michael and John founded Lifestyle Freedom to offer wealth solutions that make a difference in people’s lives.

As a Registered Investment Advisory firm, we offer fiduciary wealth strategies to people throughout the country from our offices in Milford, CT, and Bradenton, FL. We blend a proprietary lifestyle management model, best-in-class family office services, and a network of some of the nation’s finest experts in an array of fields to bring solutions that give clients like you the freedom to pursue a life vision.

The Lifestyle Freedom Difference

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PROCESS

Our process covers every important financial aspect of your life. We will guide you through the 12 levels of our Suitability Pyramid, with each level customized to your life. Depending on the level of sophistication of your needs, we will provide you the services found in the finest family offices around the country and access to a team of forward-thinking professionals all working for you.

PEOPLE

We are dedicated to giving you the freedom to pursue your vision for life. We only offer services under the fiduciary standard, meaning we put your interests ahead of our own. We can work with your professionals, or we can provide you access to our network. We have vetted the very best solution providers from across the country to provide the people and resources to meet your objectives.

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COMMITMENT

We are committed to providing you with solutions that reflect your vision for life. You no longer have 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 specialists to help you realize all your objectives. We also provide proactive outreach that anticipates new strategies that would benefit you.

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PAY

We are committed to a fee model that gives you more financial independence and peace of mind while providing you with more time for you, your family, and the community you serve. Your fees will be structured to reflect the type of work we are doing for you and may be hourly, per project, or based on the assets we manage for you on an ongoing basis.

Our Team

 

JOHN DALEY, CLU®
Co-Founder

 

BILL HUGHES, ChFC®
Director of Recruiting
and Training

TIM DALEY, MBA
Director of Operations