Our Process




At Life Strategies Advisors we provide comprehensive wealth management through a long-term partnership with our clients, and an ongoing process of joining hands to successfully navigate each individual's unique path of Life Events. 

These Life Events can be as diverse as planning for retirement, selling a business, receiving an inheritance, divorce, widowhood, buying or selling property, saving for college for your kids or grand-kids, managing a health crisis, creating a comfortable retirement income, or proactively planning for your legacy.                              

Our Process is refined around the philosophy that asset management, risk & health management, and proactive tax planning should be integrated into a holistic and coherent personal Life Strategy, otherwise it is disjointed and flawed.

As needed we work in close cooperation and coordination with your tax and legal advisors to assure that your best interests remain the primary focus always.