You built a great career—now let’s build a great retirement.
You’ve spent a lifetime working hard and doing the right things. Now comes the moment to enjoy it. We help retirees make smart, steady decisions in retirement—so the money you’ve saved can support the life you’ve imagined. Because this chapter should be about more living and less worrying.
Am I ready to stop working?
Any time I'm thinking about spending on something big, I fear that I'm making a mistake.
How do I simplify all of this so I can actually enjoy retirement?
How can I keep more of my savings that I've worked so hard for?
I feel like I have accounts all over the place, how do I simplify this?
I'm worried about running out of money down the road.
What you decide today impacts every year ahead.
Retirement isn't automatic - it takes the right moves at the right time. And when you've only got one shot, you want to get it right. We help turn your career success into a retirement that works for real life-not just on paper. No more market swings making you nervous and every big purchase seeming to risk your future. It's time to enjoy the life you've worked so hard to create.
Retire with confidence. Your money should work for you - now more than ever.
You know that an investment portfolio just isn't enough. You deserve better. Our approach aligns your investments with your needs, not the other way around. The LifeFirst Planning System takes a look across all the pieces of your financial needs - not just investments. From tax strategies and legacy planning to your spending plan, we help you maximize true wealth, a life well-lived.
How teaming with LifeFirst works
We keep our fees straightforward—so more of your money stays with you.
We like to keep things simple. We charge a simple % fee on the assets we manage up to a cap; and then...no more costs to you. All for a comprehensive financial planning service. For clients with assets over our cap it works out to much less than many advisors that provide just investment management.
- A comprehensive financial plan that aligns your values and money
- Quarterly meetings to keep you on track and your plan current
- A dedicated professional financial advisor with your best interests first all the time
- Risk mitigation strategies to protect your wealth and your family
What you don't have to worry about
- No commissions, hidden fees, or kickbacks...ever
- No high pressure sales tactics (we hate them as much as you do)
- No cookie-cutter risk portfolios. Investments personalized to your plan