Financial Strategies

Educating the mind without educating the heart is no education at all. - Aristotle

Our Philosophy

1

Creating a holistic vision of what you want your personal financial world to look like

2

Educating you on the tools that would help you get to your destination

3

Implementing
your plan

Imagine starting off your New Year with a resolution to lose weight. You meet with a trainer, and he mentions that you need to focus on doing crunches 1 hr/day. Does that sound like a great plan?

Impractical strategies are common in the financial industry. Insurance representatives focus on utilizing many insurance products to meet a clients’ goals; CPAs focus on minimizing taxes; and mortgage specialists focus on qualifying an individual/couple for a mortgage.

Make Better Financial Decisions.

Lifelong Wealth Management provides financial planning and investment advisory services nationwide from their independent headquarters in Portland, Oregon.