A highly desired, and not-easy-to-achieve designation that ensures we're always improving ourselves and our knowledge so we can serve you better. As independent financial advisors and fiduciaries, our responsibility is to you and only you. We never sell you anything or earn any commissions. These cases studies are hypothetical, and do not involve Life Managed clients, and should not be construed as a guarantee.
Jennifer and Justin are unsure what the proper order of operations should be: pay off student loans, invest, or buy a house? All of our clients have one thing in common: they have been taught to become Prodigious Accumulators of Wealth. Contact us today to find out where you stand compared to your peers and your earnings power.
Jennifer and Justin are unsure what the proper order of operations should be: pay off student loans, invest, or buy a house? All of our clients have one thing in common: they have been taught to become Prodigious Accumulators of Wealth. Contact us today to find out where you stand compared to your peers and your earnings power.
Services
We are not required or incentivized to use specific investment products. As a Fiduciary, our job is to find the most tax efficient solution, for the best price for our clients. We cut through industry jargon and complex terminology. We make sure you understand the language, options, risks, rewards, and potential consequences (and outcomes) of your investments.
The truth is the financial choices you make now can affect you both positively or negatively for years to come! Whether you're just getting on the proverbial ladder, or you're nearing the top.now is the time to start planning for your future. When you have a trusted financial advisor in your corner, you have a partner and a coach that will create and manage pathways for you to experience life on your terms.
You also want to ensure that your financial advisor has your best interests at heart, and that you're always getting the best financial advice possible. The truth is the right financial advisor can help you save money, invest wisely, and set in motion a financial future that will ensure your family's comfort and security for years to come.
They've entrusted their portfolio to big firms and have been duped into purchasing financial products that weren't in their best interest. Our financial advisors are ready to develop, deploy, and direct a custom plan to help you reach your goals.
Whether you want to buy your dream house, retire by 55, or make sure you have enough to outlive you, a financial advisor can provide you with the peace of mind that you're on a clear path for your future.We offer comprehensive, customized financial planning & life management so you are empowered & encouraged to reach your goals in your timeframe.
Whether you want to buy your dream house, retire by 55, or make sure you have enough to outlive you, a financial advisor can provide you with the peace of mind that you're on a clear path for your future.We offer comprehensive, customized financial planning & life management so you are empowered & encouraged to reach your goals in your timeframe.
Comprehensive, goals based financial plan to create pathways to experience life on your terms. On-demand consultations or analysis for life decisions and one annual review (in person or virtual) to update your plan and provide life event recommendations. Reach out any time for advice!.
Core plan includes: Budgeting Analysis and Personal Spending Plan, Personal & Student Debt Management, Insurance Review and Recommendations, Assessment of Retirement readiness and recommendations, College education planning (as needed), and investment allocation review and recommendation consistent with financial goals.
Core plan includes: Budgeting Analysis and Personal Spending Plan, Personal & Student Debt Management, Insurance Review and Recommendations, Assessment of Retirement readiness and recommendations, College education planning (as needed), and investment allocation review and recommendation consistent with financial goals.
Reviews (1)
Lucas Peczek
Jun 23, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I've been working with Ben Fredlake at Life Managed for only a few months and the level of service, follow-up and professionalism I've received from him and his team has been outstanding. Looking forward to a long partnership with this group.
I've been working with Ben Fredlake at Life Managed for only a few months and the level of service, follow-up and professionalism I've received from him and his team has been outstanding. Looking forward to a long partnership with this group.
