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Life planning that flexes to your life stage, not your age.

Planning for well-lived todays and tomorrows.

Helping you achieve well-lived todays and tomorrows begins—and continues—with fearless conversations about what you really want. LifePhase Investing® is a disciplined, transparent process that refines your financial plans in concert with your life’s economic phases. Relying on this ongoing process helps you course-correct your current economic reality to align with your real-life goals.

START YOUR LifePhase Investing®

There are 5 elements that facilitate a well-lived life.

Build & Grow
TRANSITION
Distribute & Deploy
1

Earning
Potential

2

Insurance
& Protection

3

Saving

4

Portfolio
& Planning

5

Legacy

This phase typically coincides with your primary earning years when you start to accumulate assets and save for the future. Your earning potential and saving discipline, along with risk protection measures like insurance, are especially critical.

The Transition phase is the bridge between Build & Grow and Distribute & Deploy. This phase is about planning and executing a strategy to transition from earning to enjoying the fruits of your labor. Saving and strategizing are particularly impactful here.

This phase begins when you start taking distributions from your retirement accounts and other resources. Solidifying plans for your legacy is a dominant concern. Strategically investing and optimizing withdrawals are key to ensuring that your life and goals continue on a solid financial footing.

An ongoing process that helps you course-correct based on your goals.

UNDERSTAND
UNDERSTAND

Start with a fearless
conversation.

What really matters to you, your family and your legacy?

DESIGN
DESIGN

Create a
goals-based plan.

Wealth planning and protection guidance with your personal advisor based on your LifePhase, not your age.

MONITOR
MONITOR

Consistently monitor
& adjust your plan.

As you transition from phase to phase, your plan and investment strategy adjust with you.

ENJOY
ENJOY

A life well-lived
today and tomorrow.

Enjoy the peace of mind that you’ve got a plan for wherever life takes you.

See LifePhase Investing® in Action: Client Stories

Saenz Family

Self-employed and aiming for financial independence by their early 50s.

More

Kelly Family

High earners and big savers who are transitioning toward retirement.

More

Tsan Family

Retirees in their early 60s with funding goals for travel and their kids.

More

More Case Studies

It starts with one fearless conversation.

Let's Talk
  • Do you need help with creating a plan?