Advice-only financial guidance & proprietary technology...
Lifestyle by Design offers a better alternative by combining a multi-disciplinary planning firm with salaried planning staff, objective, bias-free advice, and proprietary Financial Modeling technology. Our planning process is free of influence from referral fees, awards or commissions generated by the sale of financial products.
Whether you are a professional, an executive, a business owner, accountant or financial advisor, LBD can provide you, your executive team or your clients with comprehensive, integrated, detailed and accurate personal financial modeling. Financial Modeling that generates reporting that is clear, coherent and meaningful to non-technical individuals, yet auditable and specific to withstand your accounting professional’s scrutiny.
We can help with some of life’s important decisions such as retirement, the sale of your business, asset acquirement or diversification, risk management, and effective compensation strategies. Find out more