Are you and your family:
...greater happiness and peace of mind?
...a full range of life's opportunities?
...for your life events?
...of sustained prosperity?
If you are new to Life&Wealth Advisors, please make sure to explore the prospective clients section for increased clarity on our wealth management practice.
WE EARN THE RIGHT TO BE CALLED YOUR TRUSTED GUIDE AND ADVISOR.
What We Do
Life&Wealth Advisors' goal is to create a world of possibility through self-discovery. We go the extra mile to help ensure that our valued clients achieve the peace of mind they deserve.
We partner with you to help you meet and overcome challenges.
Just having a financial plan does not, in and of itself, mean that you are going to accomplish your goals. Most people fail to understand or follow through with their plan. Our dedicated team, led by President Gary Gardner's 30 years of wealth management and financial planning experience, provides a personalized, professional service that empowers you to persevere and reach your goals.
An article published in the January 2017 edition of The Suit Magazine explains President Gary Gardner's role as a Certified Financial Transitionist® (CeFT™). Please take a few moments to read this article to provide you further insight on how he can provide in depth guidance concerning your Life&Wealth. For the article, please click on the link below.
Transitioning Within Retirement
We aim to create lifetime relationships with our clients by striving to maintain the highest level of customer service and attention. We listen to our clients' needs and goals, help them make decisions to achieve them, and ultimately provide value that exceeds their expectations.
Learn more about our approach