Live a life full of humility, gratitude, intellectual curiosity, and never stop learning. – Gza
What makes Lifelong Wealth Management different from other financial companies?
Our company is different because we seek to understand your “why.” In other words, we want to understand what exactly it is you want to achieve in life and make it possible. We strive to make our client to wealth manager relationships as vibrant, trustworthy, and have them last a lifetime.
How can I get my company involved with your services?
Speak with your employer or HR group. Ask them if they would be interested in a free presentation to discuss opportunities that might help further employee satisfaction. More importantly, to find how they can maximize returns and minimize expenses on their current 401(k) plan.
How do I become a client?
Reach out to us here. A mutual respect and understanding between an advisor and client has to be established.
How do I get started?
With any big decision, there needs to be a discovery phase. I.e. meeting to talk about your needs, risks, and tolerance. Most importantly, we want to discuss what you are looking to achieve. We offer a complimentary financial review here at Lifelong Wealth Management.
What is a financial planner or advisor?
A financial planner and advisor is an individual that helps navigate you through the choppy waters of finances. Not all advisors are the same. You need to find one that you can trust. More importantly, you need to find one that is aligned with your goals, needs, and vision. It is their job to get you to that place.
I’ve never worked with a financial planner/ wealth manager before, what can I expect?
There are different processes and philosophies that every manager/planner have. Ultimately, your expectations should be a sound financial strategy that would fit within your comfort and discipline. Not everyone saves or spends the same way. The advisor/planner needs to identify what your particular needs are and create a holistic plan that meets those goals.