Broker Check

Every great journey starts with a clear view ahead

 At Life Event Financial, we help you focus on the bigger picture and chart a course toward your long-term financial goals.

 SCHEDULE A CALL

More Than
A Client To Us.

Retirees

Retirees

Bringing your future into focus - we help create retirement strategies that seek to help you enjoy today while feeling confident about tomorrow. 

LEARN MORE ➜
Business Owners

Business Owners

Your vision, your plan, your focus - we help with your business and personal goals, creating a plan that stives to support lasting success.

LEARN MORE ➜
Families

Families

From the overlook, every path connects - we guide families in planning for education, safeguard loved ones, and managing generational wealth.

LEARN MORE ➜

Someone
You Can Trust

With a high client retention rate built on years of experience, we are dedicated to our clients' long-term success.

25+Years Of Experience

Since 2001, Life Event Financial has provided clients guidance through their personal and family life events, during bull markets, recessions, and even pandemics with an assuring steady hand.

98%Client Retention

Life Event Financial has achieved a high retention rate due to allowing our clients to determine their individual needs and time frames. This allows for the opportunity of pursuing financial goals to be more rewarding. 

70%Long Term Clients Administered

Most clients have been with us over 15 years. We emphasize long term relationships over brief one time solutions. As time goes by, life changes and we are there with you along the way.

Client Centered

Worried That Your Financial Strategy Is Missing Something?

The best financial plans cover all of life's major events. A comprehensive strategy helps you see the bigger picture, clearly focusing on a secure financial future. Let’s explore the key components of a robust strategy, from building an emergency fund to properly diversifying your investments, to help you feel more confident.

  • We help you align your investment portfolio to the broader financial landscape. With you, we build an investment portfolio that balances your need for growth with a clear understanding of risk.

  • Proper insurance coverage provides a reliable safety net, protecting your assets and family from life's unexpected events. By managing risk effectively, we help ensure your financial journey remains on track, no matter the detours.

  • Just as a well-drawn map guides a successful journey, our comprehensive financial planning provides a clear and organized roadmap for pursuing your life goals. We provide direction to help you navigate your finances today while keeping your long-term destination in sight.

Ready For Retirement?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Crown Your Retirement

Crowning your retirement is a journey that requires careful preparation and a clear vision. Just like reaching a mountain summit, it involves: exploration to discover your desired future; detailed planning to chart your course; and finally, decisive action towards making your dream a reality.

Exploration

First step - we take a clear-eyed look at your current financial landscape by gathering all relevant documents and assessing your income, assets, and expenses.

Planning

Second step - We create a tailored strategy that balances your immediate needs with your long-term retirement goals, and then explore customized options to help get you there.

Action

Final step - We put into action your custom-tailored plan, and periodically review and adjust as needed to keep you on track toward your goals.

SCHEDULE A CALL

Resources

LEARN MORE ➜
Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.
Learn More
A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
Learn More
Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Learn More
Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn More

Are You Ready?Take the First Step

 Your financial goals are our priority. If you believe you could benefit from working with a financial professional, schedule a complimentary review with us to discuss your portfolio and financial path.

SCHEDULE A CALL