Life Value Financial is a financial services company that empowers clients with tools and resources for realizing financial security. From strategic planning to innovative solutions, my focus has always been on helping clients understand both the controllable risks and uncontrollable risks attendant in planning and investing.
The results are more likely to be realized with greater certainty when a risk management strategy becomes part of the plan. Get in touch to learn more about the process and the many benefits you could realize from utilizing my planning service. FIRST is for us to get to know you. This is accomplished by having a forty-five minutes teleconference call with you to learn about you.
The results are more likely to be realized with greater certainty when a risk management strategy becomes part of the plan. Get in touch to learn more about the process and the many benefits you could realize from utilizing my planning service. FIRST is for us to get to know you. This is accomplished by having a forty-five minutes teleconference call with you to learn about you.
Services
Life Value Financial is a financial services company that specializes in Lifestyle Protection Planning (thePlan). An established lifestyle is supported by cash flow derived from either earned, business and or investment income.
Any of life's events that negatively disrupts cash flow can result in an immediate reduced lifestyle or dis-savings where long term assets and income are used to replace the lost income for supporting the existing established lifestyle.ThePlan involves recognizing many factors considered as potential obstacle(s) to a person and or family (a) deriving an income and (b) building ongoing wealth.
Any of life's events that negatively disrupts cash flow can result in an immediate reduced lifestyle or dis-savings where long term assets and income are used to replace the lost income for supporting the existing established lifestyle.ThePlan involves recognizing many factors considered as potential obstacle(s) to a person and or family (a) deriving an income and (b) building ongoing wealth.
We measure the level of client success by using several criteria. The individual elements include financial, emotional and social. Below you will find the financial impact our Lifestyle Protection Plans (LPP) have had on many of our clients. Proper retirement planning along with prudent investing is allowing them to receive $78,000 of after-tax retirement income guaranteed for life.
Let us help you assess your financial readiness for retirement. By completing and submitting the questionnaire, we will send you a short report of your readiness. From the following choices below, please select one level of investment risk that could help determine your financial readiness for retirement.
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