Life’s Business, Inc.: A Financial Expert for Your Business
Life’s Business, Inc. is a leading financial advisory firm that has been providing expert financial services for over 20 years. As a trusted partner, they work closely with their clients to help them achieve their financial goals and secure their future.
How Does the Advisor Help Clients – Key Takeaways:
The financial experts at Life’s Business, Inc. provide a wide range of services to help clients manage their finances and make informed financial decisions. Some key takeaways include:
- Comprehensive financial planning and analysis
- Investment management and asset allocation strategies
- Estate planning and wealth transfer guidance
- Tax planning and optimization
- Retirement planning and income strategies
- Insurance planning and risk management
Facts and Insights
Life’s Business, Inc. has a team of highly experienced and qualified financial advisors who are dedicated to providing top-notch services to their clients. Some of the key facts and insights about the company include:
- Over $1 billion in assets under management
- More than 200 advisors across the country
- 20+ years of experience in the financial industry
- A client retention rate of 95%
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 200+ | 20+ years |
Financial Services Offered
Life’s Business, Inc. offers a comprehensive suite of financial services to help individuals, families, and businesses manage their finances effectively. Some of the services they provide include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Business planning
Client Types
Life’s Business, Inc. caters to a diverse range of clients, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Corporate executives
- Non-profit organizations
- Retirement plans
Fees & Compensation
Life’s Business, Inc. operates on a fee-based compensation structure, which means their fees are based on a percentage of the assets under management or a flat fee for financial planning services. This ensures that their advisors’ recommendations are aligned with their clients’ best interests and they have a vested interest in their clients’ success.
Background
Life’s Business, Inc. was founded in 1998 with a mission to provide personalized and comprehensive financial services to their clients. Over the years, they have established a strong reputation for their expertise, integrity, and commitment to their clients’ financial well-being. Their team of advisors has a diverse range of backgrounds and specialties, allowing them to cater to the unique needs of each client.
Financial Advisor Disclosures to Know
As a trusted financial expert, Life’s Business, Inc. values transparency and disclosure. Here are some key disclosures to know about the company:
- Registered with the Securities and Exchange Commission (SEC)
- Registered with the Financial Industry Regulatory Authority (FINRA)
- Adheres to the fiduciary standard, putting clients’ interests first
- May earn additional compensation from third-party vendors
- Disclose any potential conflicts of interest to clients