https://www.lifestylefreedom.com/monthly-commentary daily 0.75 2021-08-23 https://www.lifestylefreedom.com/monthly-commentary/fzady8w8p2qkh3bfb6ji75tmpeinft monthly 0.5 2021-09-01 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1629734052008-HN8H96CW41E1KB9DQKPR/09-001.JPG Monthly Commentary - Monte Carlo - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1629734084450-H5O57W3X9LK2CEAW4ILA/09-01.JPG Monthly Commentary - Monte Carlo - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1629734110611-J0CALU2H5J4AH7HLQ932/09-02.JPG Monthly Commentary - Monte Carlo - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1629734150237-TNCXN5I7CB5PCLYM2LIG/09-03.JPG Monthly Commentary - 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The Multi-Legged Tax Stool https://www.lifestylefreedom.com/monthly-commentary/eyes-on-the-horizon monthly 0.5 2021-02-12 https://www.lifestylefreedom.com/monthly-commentary/nbe5bgv4vdepygunj3wxtbq2o28mur monthly 0.5 2021-02-12 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613159061752-ZGCQMVAY6EJF74C2UODO/Image17.PNG Monthly Commentary - “Good Riddance” or “We’ll Miss You”?  https://www.lifestylefreedom.com/monthly-commentary/igbz1ppx5rizf63z0r2baeqcdb664p monthly 0.5 2021-02-12 https://www.lifestylefreedom.com/monthly-commentary/so-much-for-the-stretch monthly 0.5 2021-02-12 https://www.lifestylefreedom.com/monthly-commentary/perspective-political-edition monthly 0.5 2021-02-12 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613151741966-YCQKF8QCREGC2UY46VD4/Image16.PNG Monthly Commentary - Perspective - Political Edition https://www.lifestylefreedom.com/monthly-commentary/the-ride-continues monthly 0.5 2021-02-12 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613150656120-WDY7ZHE7BEB1ZYKLYWXR/Image14.PNG Monthly Commentary - 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The Other Foot https://www.lifestylefreedom.com/monthly-commentary/investing-in-the-age-of-covid-19 monthly 0.5 2021-02-12 https://www.lifestylefreedom.com/monthly-commentary/opportunity-during-these-uncertain-times monthly 0.5 2021-02-12 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613150020523-SE7F536FQ2IGAG92XTFE/Image11.PNG Monthly Commentary - Opportunity During These "Uncertain" Times https://www.lifestylefreedom.com/monthly-commentary/nightmare-on-main-street monthly 0.5 2021-02-12 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613148390437-NRJ0S16MAVHHZVIJEZDI/Image7.PNG Monthly Commentary - Nightmare on Main Street https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613148527545-ZZMIYN08CY3KP4WGUJM6/Image8.PNG Monthly Commentary - Nightmare on Main Street https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613148657037-NENHWRC0CLRPYF8ALCQT/Image9.PNG Monthly Commentary - Nightmare on Main Street https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613148753101-41Y7JQ27UV1G4QM3BQH3/Image10.PNG Monthly Commentary - Nightmare on Main Street https://www.lifestylefreedom.com/monthly-commentary/emergency-funds-long-term-plans-and-faqs monthly 0.5 2021-02-12 https://www.lifestylefreedom.com/monthly-commentary/gefzoj9rmg71violj8f446i61gpr1f monthly 0.5 2021-02-12 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613148103873-3HN3GGIR7FL8OG6YW5ZZ/Image4.PNG Monthly Commentary - Uncharted Territory https://www.lifestylefreedom.com/monthly-commentary/market-update monthly 0.5 2021-02-12 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613147904394-7KXXE99GLCNUGQCDJ5JG/Image5.PNG Monthly Commentary - Market Update https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613147964978-LE23IPIP5CWFRXPG1JC8/Image6.PNG Monthly Commentary - Market Update https://www.lifestylefreedom.com/monthly-commentary/covid-19-and-the-markets monthly 0.5 2021-02-12 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613147753109-XDDUHHQ3MDFCS9B0XR1Z/Image4.PNG Monthly Commentary - 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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. https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612803187938-1H5X0RTI0OC8H4QYL9O8/Golf%2BClubs.jpg Home - 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. https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612816599946-V4QQLXQM577ZRBDNUL9P/Conversation+with+Advisor.jpg Home - 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. https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612816683845-78SU1L67BR4U3PAMU68B/mature+man+in+suit+-+medium.jpg Home - 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! https://www.lifestylefreedom.com/contact daily 0.75 2025-12-18 https://www.lifestylefreedom.com/tax daily 0.75 2025-12-18 https://www.lifestylefreedom.com/careers daily 0.75 2025-12-18 https://www.lifestylefreedom.com/wealth daily 0.75 2025-12-18 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612809040195-685FY7HUSNZEAHG11G7S/Black+Diamond.jpg Wealth Management See performance data from all your accounts with Lifestyle Freedom (and link outside accounts), securely share documents, or find contact information for your team. https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612808860427-O1Q4258TJTD2MY1MO0MV/Schwab+Logo.JPG Wealth Management Charles Schwab & Co. Inc. is our primary custodian. Visit their site directly to update your address, view account balances, or securely sign account servicing forms. https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612809091134-F9OOS5C7K0KWSYONJ8MA/LFG+Vertical.JPG Wealth Management Get our latest insights on current events and how they impact the market with our monthly client commentary. https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612728473008-OD8ITIIFNEZZOD2M367X/image3.png Wealth Management https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612809849801-QN1K0AX8JN3MDJLSYJZF/Boat+Knot.JPG Wealth Management - 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! https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612810153130-6U44JJKN2VMFQK8CLRDD/Random.JPG Wealth Management - 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 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612810561717-6658XK6T27LWRCB8H3DT/image-asset.jpeg Wealth Management - 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. https://www.lifestylefreedom.com/investment-approach daily 0.75 2025-12-18 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613076870126-R1TFB69D9CAFNRX6NK2V/passive-active+gears.jpg Investment Approach https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1613077094982-MO0L0I10ABBE27C6XA3N/diversification+2.jpg Investment Approach https://www.lifestylefreedom.com/schedule-a-consultation-john-daley daily 0.75 2025-12-18 https://www.lifestylefreedom.com/david-fink daily 0.75 2026-01-13 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612975254277-TLQZ999J9FWJVVLCCPV5/Fink%2C+David+Headshot.jpg David Fink, CFA https://www.lifestylefreedom.com/schedule-a-consultation-business daily 0.75 2025-12-18 https://www.lifestylefreedom.com/schedule-a-consultation-tax-planning daily 0.75 2025-12-18 https://www.lifestylefreedom.com/consultation daily 0.75 2025-12-18 https://www.lifestylefreedom.com/schedule-a-consultation-independent-financial-advisors daily 0.75 2025-12-18 https://www.lifestylefreedom.com/schedule-a-consultation-wealth-management daily 0.75 2025-12-18 https://www.lifestylefreedom.com/survey daily 0.75 2025-12-18 https://www.lifestylefreedom.com/succession-planning-quiz daily 0.75 2021-02-18 https://www.lifestylefreedom.com/schedule-a-consultation-cpas daily 0.75 2021-02-22 https://www.lifestylefreedom.com/advisor-white-paper daily 0.75 2021-02-24 https://www.lifestylefreedom.com/family-office daily 0.75 2021-03-05 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1614955896031-RSBTQY5EPM4JD79K409S/Services.png Family Office https://www.lifestylefreedom.com/advisor-video daily 0.75 2021-03-16 https://www.lifestylefreedom.com/testing daily 0.75 2021-03-24 https://www.lifestylefreedom.com/business daily 0.75 2025-02-18 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612815820480-XAJBTA354KQEZY149U8I/image-asset.jpeg Business - Strategic Business Transformation As a business owner, you’re no stranger to the daily challenges and complexities of running your company. But have you ever paused to envision your ultimate goal? Picturing your endgame is a powerful, strategic action that goes beyond setting a simple goal; it’s about creating a clear and actionable roadmap for your entrepreneurial journey. Our coaching process is meticulously designed to: Craft a Clear Vision: Chart the course for your business with a well-defined vision. Manage Your Risks: Navigate and mitigate risks as you move closer to achieving your endgame. Calculate Your Exit Needs: Determine the exact amount you’ll need from your business exit to live comfortably. Identify Strategic Buyers: If a sale is your plan, find the right strategic buyers who align with your company’s values. Take our assessment to see where you are today and what steps you need to take to achieve your endgame. Let’s transform your business together, turning challenges into opportunities for unparalleled success. https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612766779037-5MQ3VZD55KFUPUMKN454/iStock-490520529+%281%29.jpg Business - Is Your Business “You-Proof”? Planning to sell your company now or in the future? Want to take a step back and enjoy the fruits of your labor? Ensure your business isn’t dependent on you. From recent research involving 2,300 companies globally, two key factors can increase your chances of getting an offer: 1. Survive the “Hit-by-a-Bus” Test Can your business run smoothly if you’re unable to work for three months? If it can, you’re nearly twice as likely to receive an offer. Begin making your business independent by strategically delegating responsibilities to the next generation of managers. 2. Build a Management Team Companies with a management team receive offers that average almost 50% higher than companies with a sole manager. Start by hiring or elevating a second-in-command (2iC). Internal candidates often outperform external hires. Give your 2iC a special project to demonstrate leadership, communicate your choice clearly to your team, and transition from manager to coach. https://www.lifestylefreedom.com/kevin-daley daily 0.75 2025-05-13 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612976553781-2SOK2R1QWXVVAKI8DM77/Daley%252C%2BKevin%2BHeadshot.jpg Kevin Daley https://www.lifestylefreedom.com/tim-daley daily 0.75 2025-05-13 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612975918635-HBFRKQXBIG6KOYSUUVTD/Daley%2C+Tim+Headshot.jpg Tim Daley, MBA (Copy) https://www.lifestylefreedom.com/john-daley daily 0.75 2025-05-13 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612974904528-UFP454TJ9WOCC4WCG4FE/Daley%2C+John+Headshot+2.JPG John Daley, CLU® https://www.lifestylefreedom.com/our-team daily 0.75 2025-05-13 https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612973087371-L0OMFV6VODKVWX17Z67U/Daley%2C+John+Headshot+2.JPG Our Team - Partner John Daley, CLU® Sarasota, FL https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612973422431-TNNVPMUTNCOQKYVY00LY/Fink%25252C%252BDavid%252BHeadshot.jpg Our Team - Partner David Fink, CFA® Sarasota, FL https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612973486733-F7VAYYBU8VI5QA4B5WHV/Daley%2C+Tim+Headshot.jpg Our Team - Partner, Director of Operations Tim Daley, MBA Huntersville, NC https://images.squarespace-cdn.com/content/v1/601811d657a91e4abcaa08da/1612974108036-86N1663CFYV0Q0XOVGYJ/Daley%25252C%252BKevin%252BHeadshot.jpg Our Team - Operations Associate Kevin Daley Huntersville, NC https://www.lifestylefreedom.com/vb-score daily 0.75 2025-05-28