Assess. Plan. Relax.
We are an online investment management and financial planning group that offers uniquely designed investment portfolios that are customized, automatically re-balanced, and performance driven. We also offer a comprehensive look at where you stand now financially, and how you can improve where you are today.
Whether you’re looking for an easy to use automated investment solution, financial planning help, or both… We’ve got you covered!
Get advice when you need it from your dedicated, licensed advisor for no additional cost.
Once you start working with LifeBright, we believe you’ll immediately see the benefits.
But, here’s a primer to help
you get started.
Support from your own CFP® or ChFC® personal consultant.
Planning that fits your lifestyle today.
Investing that is easy, simple, and stress-free
Never extra fee's for premium services.
Ongoing support to keep you motivated and on track.
Get Started Create your account from
anywhere. quick & easy
At LifeBright, we’ve created an automated investment solution with unique investment portfolios designed to add value and reduce risk. We’ve made the process easy, affordable, and performance driven. Access your account anytime, anywhere.
Check balances, positions, and performance 24/7. You stay connected with the tap of a finger.
At LifeBright you invest like a pro without worry or stress!
Just want an analysis of what your currently doing, and ideas to help you do even better? No problem!
Schedule a short conversation with us and let’s talk!
Our process is intuitive,
and easy to use.
We don’t clutter the investing process by selling ancillary stuff.
- No mortgages.
- No credit cards.
- No extra bank accounts.
- No insurance products.
- No additional fees for premium services.
Just a great financial plan and/or investment portfolio that’s easy to set up, and even easier to maintain. To make things even better, link your other financial accounts to your LifeBright account and see everything you hold, regardless of where you hold it.
Whether you need help investing for the future or simply getting started with your financial plan, we offer solutions that are easy to use, well detailed and executed, and cost effective.
Our portfolio management process is based on Nobel Prize winning research, which seeks to reduce portfolio risk through asset allocation.
We are with you every step of the way!
- Advice from a Financial Advisor – No additional fee
- Tax loss harvesting on all accounts – No additional fee
- No commissions
- No account fee’s
- No minimum cash requirement
We are a registered investment advisor and fiduciary.
The benefits of professional money management—with the tap of a finger.
Whether you’re interested in professional guidance to develop your financial plan or looking for a more efficient investment management option, we designed LifeBright specifically for you.
Get professional money management without the associated complexity or steep fees, and have access to your financial plan or investment accounts anytime, anywhere from your smartphone, tablet, or computer.
Learn more about the opportunities that await you!
Begin taking control of your present and future today.
Let’s take the next step together
Whether you’re a savvy investor or just getting started the process is easy. Just answer a few questions that help us understand your goals, and we’ll design the right portfolio for you.
Then we walk you through opening an account and making a deposit or transfer. Once your account is open, leave everything else to us.
We are also available for a free 30 minute Zoom chat or phone call to answer any questions.