A financial advisor should do more than just manage your investment portfolio - an advisor should seamlessly integrate your finances with your life. At CLS Financial Advisors, we provide holistic and proactive financial advice to grow your wealth and support your financial well-being. We are fee-only financial advisors specializing in tax, investment and retirement planning, and as fiduciaries, we prioritize what is important to you.
But we can't do it alone - only you know your best life. We think it is critically important to collaboratively work together to reach your financial goals. Our technical expertise and hands-on approach will make managing your money and investments that much easier. Investments, tax planning, or just plain plotting your next big life adventure: we are with you every step of the way.
But we can't do it alone - only you know your best life. We think it is critically important to collaboratively work together to reach your financial goals. Our technical expertise and hands-on approach will make managing your money and investments that much easier. Investments, tax planning, or just plain plotting your next big life adventure: we are with you every step of the way.
Services
We know that life is complicated: retirement saving, investment strategies, tax planning, college saving, estate planning - the list goes on. When it comes to your finances, we can help you figure it out. Our advisors will help coordinate and prioritize your finances, which will allow you to meaningfully engage in your financial life in an easy and accessible way.
As a co-founder of CLS Financial Advisors, Inc., Lori believes that the financial planning process enables each of us to find our path, achieve our unique goals, and realize peace of mind. Lori loves to listen to each client's unique story to learn about their life, and she customizes the planning process to meet their individual needs and dreams.
We believe that diversified investing is essential for the sustained growth of your wealth. We aim to capture the returns that the markets have to offer with a portfolio that is tailored to your risk tolerance and preferences. We think investment education is also important and will help you learn and understand the risks and rewards of investing.
If our skills and approach are a good fit for you, we will dive right in to defining your goals, organizing your financial assets, and formulating a whole-picture financial strategy. We will help centralize your investment accounts and work with you step by step to proactively find ways to improve your finances.
If you want whole-picture financial help with hands-on expertise and a true partnership, we would love to work with you. We provide investment advice and financial planning to both individuals and trustees. Many of our clients are professionals, business owners, corporate executives or retirees.
But what they all have in common is an attitude of keeping their eye on the long-term and a desire to work collaboratively with an advisor who they both trust and enjoy.
But what they all have in common is an attitude of keeping their eye on the long-term and a desire to work collaboratively with an advisor who they both trust and enjoy.
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