Since 2000, we have helped create programs and portfolios to meet long-term financial goals for numerous clients. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be happy to help.
A Proven Approach
We begin by educating you on the different ways we can help you manage your finances. We then analyze your goals and compare them to your current portfolio. Finally, we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. You can count on unbiased recommendations and impartial guidance.
How are we Different?
We do not offer proprietary mutual funds or hedge funds, thus avoiding a significant conflict of interest. Our agents only select investment vehicles from accredited financial institutions that are considered best-in-class for our clients' specific needs.
More than just Financial Planning
We can coordinate financial planning, estate planning, investment management and risk management, all in-house. At Lift Financial, we have a full arsenal of strategic partnerships that we want our clients to take full advantage of.
Comprehensive Advisory Teams
At Lift Financial, we assign our clients to a comprehensive advisory team with a strong background, including degrees in business, finance and economics, plus MBAs and law degrees. You wouldn’t hire a doctor who didn’t have a medical degree, and you should expect your advisory team to be educated and properly credentialed as well. Your team will include an Investment Advisor Representative (IAR), a Certified Public Accountant (CPA), a Certified Financial Fiduciary® (CFF) and an estate planning attorney.