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    • A FEW WORDS ABOUT US

      We here at Life Financial specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • LIFE FINANCIAL WEEKLY NEWSLETTER

    • FALL IN LOVE WITH YOUR RETIREMENT SAVINGS PLAN

      FALL IN LOVE WITH YOUR RETIREMENT SAVINGS PLAN Finding your soulmate and saving for retirement actually have a lot in common. Both can be intimidating, require careful planning and lead to some nerve-wracking decisions. However, making informed steps in both scenarios can leave you feeling happy and secure. Fall in love with your retirement savings plan with these helpful tips: ALL YOU NEED IS LOVE... and a diversified retirement portfolio. Share the love by including products that help balance your portfolio. The moderation of risk and potential reward can make Fixed Index [...]

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      10 Common Spending Regrets

      February 10, 2017
      10 Common Spending Regrets

      10 Common Spending Regrets Wasted money on a purchase? Here's a look at items people buy and wish they didn't Time-shares 1) The time-share industry, known for its seductive marketing practices, plays on people's fantasies of owning property in popular vacation areas and being able to travel the world by simply swapping time-shares. In reality, many time-share owners find that ever-increasing "maintenance fees" turn their fantasies into financial nightmares. Swapping — let alone ever selling — their time-shares is next to impossible. First-Generation Technology 2) Consumer [...]

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