Experience
For the last 30+ years we have been through the ups and downs of the markets. And while we can’t predict when the dips and rallies will occur or how long they will last, we can create a portfolio that helps you stay confident regardless of short-term market conditions. This allows you to stay the course and reach your goals.
What does this mean for you?
A steady hand to guide you through changing market conditions that helps keep you on track to achieve your goals.
Automatic Rebalancing and
Tax Loss Harvesting
Once we have chosen the investment plan that’s right for you, keeping it on track is important. This ensures that you maintain the risk and return characteristics that you originally intended. By automatically rebalancing your portfolio, we keep your investments in line with your investment goals, and make them as tax efficient as possible. Saving money on taxes means more money for you.
Many companies require either a large account balance, or charge a separate fee for this service, not us!
What does this mean for you?
Your investment account will always be in line with your investment plan. Because your portfolio is rebalanced automatically, you won’t need to worry about taking time to make the trades needed to keep it on track. With our Tax Harvesting solution, we’ll keep you tax efficient as well.
Low Minimums & Fees
With LifeBright, you can open an account online right now and begin investing into high-quality portfolios with as little as $2,500. We only charge 0.45% per year for investments over $5,000. For balances between $2,500 and $5,000 we charge no account management fee. Let’s us help you get started!
Our virtual financial planning consultation is absolutely free of charge. That gives us the chance to meet you, and gives you the chance to meet us and ask questions. This consultation has no cost or obligation to you. If we believe we can benefit you immediately, and we mutually determine to move forward, our planning fee is just $299.00 for a detailed review of where are now, and what you can do to make things even better. You also get the support you need to put that plan into action.
Ongoing support includes monitoring your progress, updating your financials, semi-annual plan reviews, and zoom or phone calls with your Certified Financial Planner (CFP®) as needed, for a monthly fee of $175.00.
What does this mean for you?
Getting ahead in your financial life just got a whole lot more affordable. In fact, for investment account balances $5,000 or less, you pay NO account management fees. Never feel left alone again in navigating important financial decisions. This is our way of helping you begin to invest in yourself!
Strong Focus on
Managing Volatility
From our perspective, you should have access to investments that support your long-term growth with less volatility. You should know exactly how much risk you are taking with your investments. So we use risk-adjusted returns to help you make choices that support your goals and comfort.
What does this mean for you?
Choose your risk tolerance and be better able to stay the course during dynamic market changes.
Real Support From a Real Person
If you need help with your account, you can get support from a real, licensed professional. That means no chat bots, no 24-hour waiting period, and no phone trees. Plus, you’ll never have to upgrade your account to get this support.
What does this mean for you?
Never feel alone in your investment experience again.