Good Life Financial Advisors started in 2012 as a means to provide independent objective advice to families, individuals, and businesses in Berks County and beyond. Founder Conor Delaney and Co-Founder Courtnie Nein have since developed a national footprint with advisors located all around the country serving the needs of Middle America.
Conor and Courtnie are relationship centric and have a core focus on developing strategic financial plans with each of their clients. With access to independent advice, a combined 20-plus years of industry experience, and an energetic team, Good Life Financial Advisors remains one of the premiere financial advisory firms in the area.
Conor and Courtnie are relationship centric and have a core focus on developing strategic financial plans with each of their clients. With access to independent advice, a combined 20-plus years of industry experience, and an energetic team, Good Life Financial Advisors remains one of the premiere financial advisory firms in the area.
Services
Our mission is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship as their trusted and knowledgeable advisor.
Not that a professional financial advisor stated the phrase in so basic of terms. However, it is noted that having any type of planning is better than not having a plan at all. A financial plan does not have to be done in volumes. It just has to speak volumes about what you want to accomplish, which we refer to as your objectives.
Fully understanding a person's financial needs is a process we feel is not always addressed well by completing an on-line form. These "fill in the blanks" systems do help provide a guidance; however, it is human interaction which helps shed the right light on a situation.
When it comes to matters of your investments and planning for your future, having a professional who has taken the time to get to know you, may offer questions and thoughts no on-line questionnaire could possibly address.We encourage our first step to be a direct meeting, in person if possible. The initial meeting gives us a chance to connect with you.
When it comes to matters of your investments and planning for your future, having a professional who has taken the time to get to know you, may offer questions and thoughts no on-line questionnaire could possibly address.We encourage our first step to be a direct meeting, in person if possible. The initial meeting gives us a chance to connect with you.
Good Life Advisors, LLC is registered with the Securities and Exchange Commission as an investment advisor. Advisory services and fees are different from brokerage services. It is important to understand the difference and carefully consider which account type and services are right for you. This document provides a summary of the services provided by Good Life Advisors, LLC and the associated fees.
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