I’m Good Financially Project ™
The I’m Good Financially Project TM.
It’s a good feeling when you know you are OK financially, and can be OK in the future, and that money is serving what you want your life to mean. If asked how you are doing financially, the answer that comes to mind is “I’m good!”
The feeling comes from more than just dollars in your bank account. Our mission is to help you work toward that sense of “I’m good”, and retain it. Using our Ten Money/Life Keys TM , we help you get and keep ten aspects of your financial life working in unison toward your common goals:
II. Community & Legacy
III. Financial Planning & Retirement; Work/Life Goals, Lifestyle Management, Life
IV. Preservation Planning & Risk Management
V. Legacy, Estate Planning, Wealth Transfer, Titling & Beneficiary Designations
VI. Assets & Investments
VII. Liabilities, Income, Expenses, & Cash flow
X. Miscellaneous & Other Matters
No strategy assures success or protects against loss.
The Lofy Group and LPL Financial do not provide tax or legal advice services. Please consult your tax or legal advisor regarding your specific situation.