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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

    • 4 WAYS TO SAVE WHILE PAYING OFF STUDENT LOANS

      You’ve walked across the stage, shook the university president’s hand, and waved to your beaming family and friends. All of those late nights in the library suddenly feel worth it, but you know with the student loans, the work of school is not quite yet complete. According to a report from HelloWallet, every dollar in student loan debt can end up reducing your overall retirement savings by 35 cents. This means that if you have $50,000 in student loan debt, you could end up losing $17,500 in retirement. With graduation season in full swing, it’s an ideal time to consider how to balance[...]

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      Planning For Your Retirement: Understanding Annuities

      Planning For Your Retirement: Understanding Annuities An annuity can be a very smart retirement investment for many people. That's not just because an annuity can provide a secure revenue stream — a monthly check — for the rest of your life, no matter how long you live. On top of that, the longer you live, the more you get what's called a "mortality credit" as you outlive other people who bought into the annuity. The income gain from that can be many times greater than any other secure investment you're likely to find. But annuities can also be overpriced, opaque, terrible products, [...]

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