LEBRIGH LIFE PLANNERS: Your Financial Partner in Achieving Your Life Goals
Welcome to LEBRIGH LIFE PLANNERS, a financial advisory firm that helps clients achieve their life goals through strategic financial planning. With a team of experienced advisors and a wide range of financial services, LEBRIGH LIFE PLANNERS is dedicated to providing personalized and comprehensive financial solutions for individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- LEBRIGH LIFE PLANNERS provides personalized financial advice tailored to each client’s unique needs and goals.
- The firm offers a wide range of financial services, including but not limited to investment management, retirement planning, tax planning, and risk management.
- LEBRIGH LIFE PLANNERS focuses on long-term strategies, helping clients create a sustainable financial plan for their future.
- The firm offers ongoing support and guidance to help clients stay on track and adjust their financial plan as needed.
Facts and Insights
LEBRIGH LIFE PLANNERS is a registered investment advisor (RIA) firm, meaning they are held to a fiduciary standard and are legally obligated to act in their clients’ best interests. This gives clients peace of mind knowing that their advisor has their best interests in mind.
The firm also has a strong commitment to education and staying up-to-date with industry trends and best practices. This allows LEBRIGH LIFE PLANNERS to provide clients with the most current and effective financial strategies.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
As of 2021, LEBRIGH LIFE PLANNERS manages over $100 million in client assets and has a team of 5 experienced advisors. The firm has been in business for 10 years, establishing a strong track record of success and satisfied clients.
Financial Services Offered
LEBRIGH LIFE PLANNERS offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management: The firm creates and manages personalized investment portfolios for clients based on their risk tolerance, financial goals, and time horizon.
- Retirement planning: LEBRIGH LIFE PLANNERS helps clients develop a plan to achieve their desired retirement lifestyle and ensure a secure financial future.
- Tax planning: The firm works with clients to minimize their tax burden and optimize their financial strategies.
- Risk management: LEBRIGH LIFE PLANNERS helps clients protect their financial assets through strategies such as insurance and estate planning.
Client Types
LEBRIGH LIFE PLANNERS serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Retirees
- Nonprofit organizations
Fees & Compensation
LEBRIGH LIFE PLANNERS charges a percentage of assets under management as their primary fee structure. This ensures that the firm’s interests are aligned with their clients’ and encourages a long-term relationship. Additional fees may apply for certain services, such as retirement planning or tax planning.
LEBRIGH LIFE PLANNERS does not receive any commissions or third-party incentives for recommending specific investments, providing transparency and eliminating any potential conflicts of interest.
Background
The founding partner of LEBRIGH LIFE PLANNERS, John Lebrigh, has over 20 years of experience in the financial services industry. He has a background in both financial planning and investment management, and holds multiple professional designations, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®).
Financial Advisor Disclosures to Know
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