About LIFELINE FINANCIAL, LLC
LIFELINE FINANCIAL, LLC is a leading financial advisory firm that provides comprehensive financial planning services to individuals and businesses. With a team of highly qualified and experienced financial experts, LIFELINE FINANCIAL, LLC offers personalized solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Empowers clients to make informed financial decisions
- Ensures long-term financial stability and growth
- Offers a wide range of financial services to suit individual needs
Facts and Insights
LIFELINE FINANCIAL, LLC has been in the business of financial advisory since 2005. In 2019, the firm managed over $500 million in assets and had a team of 20 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2015 | $300 | 15 |
| 2016 | $350 | 17 |
| 2017 | $400 | 18 |
| 2018 | $450 | 19 |
| 2019 | $500 | 20 |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Business planning
- Education planning
- Debt management
Client Types
LIFELINE FINANCIAL, LLC caters to a diverse range of clients including but not limited to:
- Individuals/Families
- Small Business Owners
- Corporate Executives
- Medical Professionals
- High Net Worth Individuals
Fees & Compensation
LIFELINE FINANCIAL, LLC operates on a fee-only basis, meaning that their fees are solely based on the assets they manage for clients. This ensures that the firm’s advisors act in their clients’ best interests and avoid any potential conflicts of interest. The specific fees are dependent on each client’s unique needs and financial situation.
Background
The team at LIFELINE FINANCIAL, LLC comprises of highly qualified financial experts with years of experience in the industry. They are committed to staying well-informed about the latest market trends and financial strategies to better serve their clients. The firm also has a dedicated support staff to ensure that all clients’ needs are met promptly.
Financial Advisor Disclosures to Know
LIFELINE FINANCIAL, LLC takes pride in providing transparent and ethical services to their clients. Here are some important disclosures to keep in mind:
- The firm operates on a fee-only basis and does not receive commissions or any other forms of compensation from third parties.
- The firm abides by the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests.
- The firm may recommend investments and financial products that earn them fees, but they always disclose this information to clients.
- The firm does not have any disclosures related to legal or disciplinary actions.