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Client resources

Our clients sometimes ask about wealth management vs. financial planning as a smart approach to creating and managing wealth. The simple answer is that you need both, as well as a smart investment strategy and a retirement plan that works for your goals and timeline.

WEALTH MANAGEMENT VS FINANCIAL PLANNING

Resources

Explore our most recent blog posts and sign up for our newsletter to get all the latest information that affects your money. Browse our client resources below to get a better idea of all that we offer as a client-focused firm. We’re happy to answer any questions you might have, so don’t hesitate to contact us with questions or to set up a consultation.

Schwab Wealth Management vs Financial Planning

Good Life Asset Strategies uses Schwab for their unmatched levels of customer and advisor support. Using Schwab as our preferred broker gives us access to their large array of investment products, along with personalized support for trusts and high-net-worth individuals.

Schwab Account Login
Interactive Brokers Wealth Management vs Financial Planning

Interactive Brokers (IB) is the largest electronic trading platform in the U.S. The company is a secure and easy to use brokerage for executing trades on behalf of our clients. In addition, IB provides excellent custodial services for our clients, including back office support, reporting, and privacy that is second to none.

IB Account Login
Right Capital Wealth Management vs Financial Planning

At Good Life, we chose Right Capital for our financial and tax planning software. Right Capital has continuously been ranked among the top financial planning software firms in technology and user interface experience. Partnered with Right Capital, we can help with retirement, education, insurance, budgeting, debt, social security and Medicare strategies. We make getting started easy with digital onboarding and account aggregation.

Right Capital Account Login

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If you’re still uncertain about how an advisor can help with wealth management and financial planning, and all the nuances of investing and business financial services, you’ve come to the right place. Good Life Asset Strategies offers an initial consultation for all our prospective clients so that we can answer your questions and ask about your goals. The first step on your journey to the good life is just a click away. Schedule your consultation and let’s talk about your needs.
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Good Life Asset Strategies, LLC is a registered investment advisor located in Fort Worth, Texas.  Good Life Asset Strategies, LLC and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states within which the firm maintains clients.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Such an offer can only be made in the states that Good Life Asset Strategies, LLC is either registered or a notice filer or an exemption from registration is available under the securities laws or other laws.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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1401 Jones Street, Ste. 210; Fort Worth, TX 76102

817-864-8560