Don't Wait to Give, Give Today
Most people plan to give someday—whether it’s to their kids, a cause they care about, or their local community. But here’s a thought: what if you didn’t wait?
Real Financial Advice for Those That Don't Want to Just Build Wealth, but Experience It
Real Financial Planning Engineered to Meet Real Life Head On.
Planning > A Plan
Forget Set-It-and-Forget-It. Life doesn’t stand still—and neither should your financial plan. As your life changes, adapt your plan to keep you moving toward your goals.
Simple > Complex
Avoid over complicating things where you can. There is enough complexity in our finances let alone our lives to add anymore than we have to.
Agile = Robust
Life is unpredictable, and your financial plan should be ready for it. Embracing flexibility and refining your plan as life changes, helps you adapt and thrive—without relying on guesswork.
Focus
There’s a lot in life—and in finance—that’s out of our hands. But real success happens when we focus on the things we can control, one intentional decision at a time.
Here to help you put the pieces of your financial life in the right place for your life
Planning centered on Living Your Life
Cash Flow Planning
Risk Management
Proactive Tax Planning
Benefits Optimization
Retirement Income
Retirement Planning
Estate Planning
Education Savings
Investments
Is Your Money Leading off Trail?
It’s easy to get swept up in what the world says you should do with your money. But what if that’s taking you further from the life you actually want?
You’re on financial autopilot. You’re going through the motions without a clear sense of direction.
Your spending doesn’t match your values. You want one thing, but your money’s going somewhere else.
You’re scared to make the wrong move. So you do nothing, and end up stuck.
So, What Do You Actually Want?
Not what you should want. Not what someone else says is smart. What feels right for you?
Whether that’s more time with your family, more freedom in your schedule, or just less stress when you want to spend on things you've saved decades for—your money should support that.
We help you get clear on what matters most, and build a real financial plan that’s actually designed around that, not lazy cookie-cutter benchmarks. It’s about building a plan that actually reflects your life—the one you want to live...
No pressure. Just a conversation.
How teaming with LifeFirst works
We keep our fees straightforward - so more of your money stays with you.
We like to keep things simple. We charge simple, upfront fees so you always know exactly what you are paying. All for a comprehensive financial service. For clients with assets over our cap it works out to much less than many advisors that provide just investment management.
What you get
- A comprehensive financial plan that aligns your values and money
- Quarterly meetings to keep you on track and your plan current
- A dedicated professional financial advisor with your best interests first all the time
- Risk mitigation strategies to protect your wealth and your family
What you don't have to worry about
- No commissions, hidden fees, or kickbacks...ever
- No high pressure sales tactics (we hate them as much as you do)
- No cookie-cutter risk portfolios. Investments personalized to your plan. A comprehensive financial plan that aligns your values and money.
Plans Change—Because Life Changes Fast and Your Plan Has To Keep Up
Life doesn’t follow a script, and your financial plan shouldn’t either. That’s why we check in with you every quarter. These regular conversations help us stay in sync with what’s going on in your life—whether it’s a big move, a job change, transitioning to retirement, or something totally unexpected. We adjust your plan as life happens, so you always know where things stand and what’s next. These regular updates help us fine-tune your plan so it keeps up with your life, not the other way around.
What Legacy Do You Actually Want to Leave Behind?
If you could only pass on, share, two of these four which would it be? Financial, Human, Intellectual, or Community.
Make the Most of Your ESOP
With an ESOP you've got a great opportunity to build serious wealth. It can be a definite game-changer, but...make sure you understand how it really works and how it can fit in your big picture.
Modern and Digital-Forward
Located in Huntsville, AL (aka Rocket City), but serve clients across the country. We meet our clients virtually via phone or video chat. In fact, we have found that even local clients often prefer meeting via phone/video to better fit their busy lives.
We use modern technology to maximize convenience and security. Digital account access, virtual communication, and cloud-based portals help you manage your finances quickly and easily no matter where you are.
