We work for people who are tired of all the deceptive business practices notoriously present in the financial industry. We work directly for you, not a broker-dealer or fund company. If you are tired of suffering from greater risks, lower returns, and higher fees, we can help.*
Integration
We believe financial planning consists of more than just investment management. That’s why Keystone Law Firm and Lifestyle Planning work together to build both your financial and estate plans with the goal of bringing them into perfect alignment. We also include our CPA in the process to help ensure your entire financial picture is efficient and saves taxes.
The Fiduciary Standard
The financial fiduciaries at Lifestyle Planning, LLC are held to the fiduciary standard. What exactly does this mean to you? Simply put, we have a legal, moral, and ethical responsibility to put your financial interests first, at all times.
Ongoing Coaching
The initial implementation of your financial plan is only the beginning. Like many areas of our life, the challenge is not in knowing the right thing to do, but rather maintaining the discipline to continue doing it over long periods of time. We are committed to providing ongoing coaching and information in an effort to help you maintain a level of discipline and financial confidence designed to last a lifetime. Read about Tax Planning.
*All financial planning and advisory services are provided through Lifestyle Planning, LLC.