We are a comprehensive financial planning and wealth management firm, established with the primary aim of acting as your guide on the journey to wealth creation. Our focus is on crafting personalized solutions designed to meet your individual and distinctive financial objectives. Leveraging our experience and specialized knowledge, we are committed to providing guidance across all aspects of financial planning — from wealth accumulation to strategic investments that support your children’s education and ensure a comfortable retirement.
Our objective is to assist you in achieving your financial goals by thoroughly understanding your specific needs. We are dedicated to identifying and educating you on all available options, empowering you to make fully informed decisions with confidence.
MEET THE FOUNDER AND YOUR PLANNER
In 2016, I embarked on my entrepreneurial journey after gaining diverse experience in the banking sector. Through interactions with numerous clients over the years, it became evident that each investment held a specific purpose or goal. Without achieving these goals, neither investments nor returns could bring true happiness. Unlike banks, which often prioritize their own interests, financial planners prioritize the client’s well-being. This realization served as the catalyst for understanding the essential need for expert financial guidance, which should be accessible to everyone, not just a select few. This realization inspired the inception of Live-Well, our endeavor to provide inclusive and expert financial counsel to all.