A proven approach
Learn About our Proven Process
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, your friends, and your family! Our recommendations are unbiased and impartial. Our Management Team possesses over 100 years of industry experience, and we have every confidence that we can give our clients a comprehensive, knowledge based, and experienced backed plan.
Since 2000, we have helped create programs and portfolios to meet long-term financial goals for numerous clients. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be happy to assist you with our simple process!
how are we different?
Our team is made up 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.
At Lift Financial, we assign our clients to a comprehensive advisory team with a strong background, including degrees in business, finance and economics, plus MBAs and law degrees. 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.