Lifeway Financial

Lifeway Financial is a fee only, fiduciary advisory firm that helps you make clear, confident money decisions. We integrate comprehensive planning, disciplined investment management, and proactive tax strategy so your plan, your portfolio, and your taxes work together.

What makes us different

• Fiduciary, fee only advice, no commissions, transparent pricing.
• Retirement income precision, our Social Security Analyzer tests dozens of claiming strategies, shows breakevens and tax impacts, and aligns benefits with Roth conversions and withdrawal sequencing.
• Evidence based investing, factor aware, tax efficient portfolios with documented targets and guardrails in your Investment Policy Statement, plus disciplined rebalancing and risk controls.
• Tax aware execution, asset location, tax loss harvesting windows, and smart cash management to improve after tax results.
• visible service calendar, recurring reviews, beneficiary and titling checks, and coordination with your CPA and attorney so nothing slips.
• One coordinated team, one integrated plan, one clear point of accountability.

How we work
1. Define outcomes, understand constraints, and gather the right data.
2. Build your plan, cash flow, retirement, taxes, risk, education, and estate coordination, with clear, prioritized next steps.
3. Implement your investment policy with low cost building blocks and selective factor tilts.
4. Monitor and refine through scheduled reviews, timely check ins, and rapid response when life changes.

The result
Less noise, more progress you can measure, a plan that adapts as you do, and a long term partner focused on after tax, after fee results.

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