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Wealth Planning

Who we serve

For every stage of life

Wealth planning

Because we are a boutique advisory firm, Good Life is able to serve a wide array of high net worth and potential high net worth individuals, trusts, and corporations. No matter your needs, we have your wealth planning and management solutions.

Wealth planning for business owners
Business Owners
Wealth planning for small businesses
Small Businesses
Wealth planning for executives
Executives
Wealth planning for medical professionals
Medical Professionals
Business Proessionals
Families
Trusts
High Net Worth Individuals
Retirees
Millennials
Endowments
Non-profits

Business finance

and consulting specialists

With our years of experience owning and operating over a dozen small businesses, we are uniquely qualified to assist entrepreneurs, business owners, and business executives with all of their financial and investment needs. We also specialize in working with medical professionals from all fields, including those with solo practices or partnerships, and those employed in local, regional or national medical groups.

helping you meet your goals

is our mission

Good Life advisors are advocates for early adoption of financial planning, investing, wealth planning, and retirement strategies. We enjoy working with young professionals just getting started on their road to financial freedom. At every stage of wealth accumulation, we are happy to provide customized advice and planning services based on years of experience and best practices.

Your resources are our focus

why choose us?

From the very first discovery meeting with Good Life Asset Strategies advisors, you’ll notice something different about our firm. We’re fiduciaries whose sole purpose is to help our clients meet their financial goals. Our fee-only structure means that we can focus on your priorities and financial security, helping you create customized plans that provide for your future.

You’re one step away from the Good Life
The first step Good Life advisors take with any prospective client is to make sure we’re a good fit for the client’s wealth planning goals, current assets, and risk tolerance. Schedule a consultation today and we’re happy to discuss your plans and recommend the financial solutions you need. Even if you don’t choose Good Life, we’ll provide references to other financial advisors who may be a better fit.