Who we serve
wealth planning
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.
Business Owners
Small Businesses
Executives
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.