In a world of overwhelming information, where the personal application of knowledge and wisdom are lost, the objective advice of experienced and supportive people makes all the difference. Meaningful change occurs when goals and interests are clear and the commitment to action is strong. By creating a safe environment where clients can learn, think, evaluate, process, and commit to action, we make a difference.
We provide financial planning and investment management services to individuals and family groups on a personal, fee-only basis. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
We provide financial planning and investment management services to individuals and family groups on a personal, fee-only basis. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Services
Serving others well requires a vision of service that consistently meets needs and exceeds expectations. This vision of service can only become a reality when there is the proper fit between your needs as a client and the philosophy of the firm providing that service. The first meeting that we have together is designed as a way for us to get to know each other.
Lifeway Financial Corporation provides investment management services to clients on a fee-only basis. The proper execution of any investment management strategy requires a clear investment philosophy and a structured investment management process. It is the objective of Lifeway to consistently provide a highly organized system that executes in-depth investment solutions in direct relation to the client's needs and goals.
We are not sure which of last week's developments is the most peculiar: the term "short squeeze" becoming part of the American lexicon; GameStop shares trading above $300; or a blogging movement, led by a guy in his basement sporting a sweatband and a kitty t-shirt, outmaneuvering institutional investors in a multi-billion dollar trading scheme.
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