Financial Services Fort Wayne

Smart Investment Decisions

Over 25 Years Of Experience

A Personal Approach

Life Financial Wealth Management was established to provide our clients long-term, value-added financial counsel and investment
performance with exceptional service. We are committed to providing our clients with a superior level of Service as well as ongoing Education designed to further their understanding of our financial and investment strategies. 

Life Financial Wealth Management, LLC will work alongside our clients in articulating, establishing, and achieving their financial life goals. We believe in taking a personal approach to financial planning for our clients. 

 We apply this concept in evaluating and presenting the financial options available to the individual client. In our experience, there is no ‘One Size Fits All’ Solution…

Estate Planning
Starter Guide

simplicity

Mature Simplicity is an attitude, a perspective, a style, a way of Embracing Life; it’s something that you develop after you have lived long enough. 

Simplicity comes from looking beyond the complications and frustrations of today. We need to take a step back on a regular basis to think about what we are doing. When we Live in the Moment and simplify the complications in our lives, we can focus on what Really Matters. This is the time when it dawns on us that there is so much more to life. Family, Friends, Faith, Community. Living a Life of Purpose and Service to Others…

This is LIFE. This is LIFE FINANCIAL…

Our Philosphy

At Life Financial Wealth Management, LLC, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.

How We Do It

We work closely with you to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals. Each relationship and each client is distinctive, but the steps of getting started with us generally include the process below.

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