welcome to lift financial
Invest with confidence.
We believe in focusing heavily on education while simultaneously helping our clients achieve their goals.
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Learn About our Proven Approach
Our team of financial professionals have assisted numerous individuals on how to best prepare for their financial futures since 2000. Do you have apprehensive feelings towards finances, investing, and retirement?
We are proud to offer a diverse group of individuals with varied financial service experience. We are all highly professional and fully licensed advisors ready to prove ourselves to you!
attend a free educational seminar
We regularly host seminars to ensure that all prospects learn as much about retirement as possible. These events cover a large array of financial and retirement planning topics; there is sure to be something new discovered at each one. Find out more information now.
Check out Lift Financial's blog!
We have a strong desire to educate everyone about finances, and because of that, we have created a landing page for some incredible content available to everyone! Here you will find articles published by our Partners, Reading Materials from some of the top financial companies in the United States, and much more!
it's time you start investing with confidence
Explore our Financial & Retirement Planning Services
Make your retirement planning more simple with our financial services. If you’re concerned about running out of money, inflation, taxes, or covering the cost of retirement, our services can take the guesswork out of your financial planning.
- Tax Minimization Strategies
- Risk Management
- Asset Protection
- Tax Planning
- Wealth Accumulation
- Investments
- Income Planning
- IRA/RMD Rollovers
- Social Security
- Annuities
- Life Insurance
We do not offer proprietary mutual funds or hedge funds, thus avoiding a significant conflict of interest. Our agents only select investment vehicles from accredited financial institutions that are considered best-in-class for our clients’ specific needs.
We can coordinate financial planning, estate planning, investment management and risk management, all in-house. At Lift Financial, we have a full arsenal of strategic partnerships that we want our clients to take full advantage of.
You wouldn’t hire a doctor who didn’t have a medical degree, and you should expect your advisory team to be educated and properly credentialed as well. Your team will include an Investment Advisor Representative (IAR), a Certified Public Accountant (CPA), a Certified Financial Fiduciary® (CFF) and an estate planning attorney.
How are we different?
Our team is composed of people with different kinds of finance experience, but we all have this in common–a commitment to ethics and integrity. We’re all fully licensed and credentialed fiduciaries. You can count on unbiased recommendations and impartial guidance.