How do we do this?
We’ve designed LifeBright to provide clients with a simple, efficient automated investment and planning solution that helps you get ahead in your financial life—and embrace the present as well as your future.
Identify Your Financial Profile
At Lifebright, we offer both financial planning through a Certified Financial Planner, as well as professionally managed automated investment portfolios.
You may be interested in just one of these services, or both. Either way we are here to help you get on track, and stay on track!
To learn more about our financial planning service and how we may be able to help you, simple click “HERE ” to schedule a meeting. Select a day and time that works for you, and the manner in which you would like to meet. (phone/zoom etc.) We’ll set everything up and email/text you a confirmation of your appointment!
For automated investment accounts, customizing experience is essential. Just click schedule a meeting and you will begin to tell us about yourself through a short questionnaire. We’ll identify some basic financial information such as your current income, how comfortable you are with risk, and when you plan to withdraw money. Then, we match your profile with the portfolio option that best reflects your traits as an investor, along with your investment experience, and time horizon. You will then open your investment account or IRA, and we walk you through each step. The entire process takes 10-15 minutes
Our approach to investing is based on Nobel Prize winning research.
We diligently research and track each investment’s performance to identify those that provide historically strong returns with lower volatility. So no matter the portfolio you choose, each investment option reflects our focus on risk-adjusted returns*.
Give You 24/7
Want to check performance? Access a report? Do so within seconds? You can view your LifeBright portfolio or financial plan whenever, wherever. So whether you’re relaxing on the beach or between meetings at work, you can check your account and transfer funds with the tap of a finger.
We clearly explain account details and you will receive electronic statements each month from TD Ameritrade. You can also access current information about your portfolio any time, any day. Should you have a question, you have access to your dedicated advisor.
*Past performance is no guarantee of future results.