We are a full-service financial planning and wealth management firm founded with the sole purpose of serving as a navigator on your route to wealth creation. We focus on creating customized solutions tailored to meet individual and unique financial goals. Our experience and specialized knowledge will be at your side to guide you with financial planning — from building your wealth to making timely investments that can fund your children’s education and living the good life into retirement.
Our aim is to help you realize your financial goals by understanding your unique needs, identifying and educating you on all the options available so you can make fully informed decisions.
To make Goal-based customized Financial Plan accessible to all and to spread Financial Literacy.
To make a high-quality financial plan affordable to everyone, irrespective of their wealth status. Our dream is to make financial freedom a reality through literacy, planning, and execution, thereby allowing individuals and families to live their life well in the present and enjoy their well-earned success while being adequately prepared for any eventuality that life may throw at them.
Why Us
Client Focused
Our approach is designed to ensure that servicing clients is our main focus. Our mission is to educate clients, help simplify and organize their financial lives, and create peace of mind both for today and the future.
Efficient
We focus our time and attention on servicing client needs, managing client portfolios, and advising our clients on their important financial decisions.
Experienced
At Live-Well Financial Planners, we believe in a comprehensive approach to building and preserving wealth.