Question 1

What services does LifeFocus Financial Advisors offer?

Accepted Answer

LifeFocus Financial Advisors offers financial planning assistance, tax management services, and portfolio management to help clients achieve their financial goals and live their best life.

Question 2

How does LifeFocus Financial Advisors charge for their services?

Accepted Answer

LifeFocus Financial Advisors is a fee-only investment manager, which means they charge an annual fee for their services rather than commissions on buy and sell transactions. This aligns their interests with their clients' to increase the value of the portfolio.

Question 3

What investment approach does LifeFocus Financial Advisors use?

Accepted Answer

LifeFocus Financial Advisors' investment approach is derived from rigorous, ongoing academic research by leading financial economists. They use institutional investments to help clients maintain a disciplined, cost-effective, and tax-efficient investment strategy.

Question 4

How does LifeFocus Financial Advisors provide value to their clients?

Accepted Answer

LifeFocus Financial Advisors' real value comes from helping clients find the confidence that they will be able to achieve their life goals, so they can live their one life to the fullest.

Question 5

What is the company's mission?

Accepted Answer

LifeFocus Financial Advisors' mission is to provide clients with an outstanding investment experience and an advisory relationship built on personal trust and integrity.

LifeFocus Financial Advisors, LLC

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About LifeFocus Financial Advisors, LLC

Frequently Asked Questions about LifeFocus Financial Advisors, LLC

What services does LifeFocus Financial Advisors offer?

How does LifeFocus Financial Advisors charge for their services?

What investment approach does LifeFocus Financial Advisors use?

How does LifeFocus Financial Advisors provide value to their clients?

What is the company's mission?

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