Family Life Financial Solutions, Llc

Description

• Family Life Financial Solutions is taking a unique approach to financial consulting called Financial Concierge.To further enhance this service model we have also created a Strategic Alliance with other professionals (Estate Attorney, CPA, Business Attorney, Portfolio Management, Payroll Specialist, Health Care, plus personal and corporate Property & Casualty). Planning is more than just IRAs, a College Savings plan or some life insurance. It needs to take in to consideration Legacy (estate), tax issues, and inflationary risk just to name a few.Our goal is to help families Grow, Protect, and Distribute their wealth in a multi-generational approach. We extend our planning program to include grandparents, their kids and the grandchildren. This ensures that the entire family and their needs are addressed, and in many ways helps bring them closer together. Today many families in America are spread from coat-to-coast and interaction amongst them is reduced to emails and text messages. By incorporating the whole family we hope to draw them a little closer together.We are an independent Financial Concierge with access to a vast array of products, programs, and professionals depending on the need. Fixed products are provided through Family Life Financial, securities are through TRAID Wealth Consulting/Securities America and portfolio management through Verus Capital Partners.
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  Headquarters:1166 East Warner Road Suite 101, Gilbert, Arizona, United States

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  Phone Number: +1 480-420-2015

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  Website: https://www.familylifefinance.com

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:Family Life Financial Solutions, Llc

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• |  NAICS Code: 722513  |

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