We are an multi-generational firm with over 40 years of experience
We utilize our experience to understand and respond to the specific needs of our clients. Our philosophy and process is to utilize a educational, team-based approach to help our clients with their financial planning to fulfill their goals and dreams. We pride ourselves on taking our fiduciary capacity seriously and always place our client's interests first. In engaging Life Vest Advisors to assist with your financial future we first listen to understand the unique specifics of your financial picture. Then we educate as well as deliver the needed financial services.
We are an independent firm which means we have access to literally hundreds of the top financial service providers and products in the nation and world. We continually seek out the best and once we understand your financial picture and goals we can then match them appropriately with our clients.
Keywords: retirement planning, annuities, financial advisor
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