Lifeworks Advisors
Finance · Michigan, United States · 11-50 Employees
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Overview
Headquarters
4095 Park East Ct SE Ste C, Grand Rapids...Phone Number
(616) 200-6512Website
www.lifeworksadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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About Lifeworks Advisors
Lifeworks Advisors specializes in comprehensive financial planning that aligns clients' money with their values and life goals. They offer a range of services including investing, retirement income planning, tax strategies, and business planning, catering to individuals such as accumulators, business owners, and those nearing or in retirement. Their flat-fee membership model provides clients with personalized strategies, quarterly meetings, and a dedicated team of financial advisors without hidden fees or commissions. Lifeworks aims to empower clients to gain clarity, confidence, and control over their financial futures.Explore more
Lifeworks Advisors Org Chart
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Lifeworks Advisors Tech Stack
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Lifeworks Advisors News & Media
Lifeworks Advisors Launches New Video Podcast Series – The Future of...
New thought leadership video podcast series features industry luminaries sharing their views on where the Wealth Management industry is headed (PRWeb April 07, 2021) Read the full story at https://www.prweb.com/releases/lifeworks_advisors_launches_new_video_podcast_series_the_future_of_advice/prweb17845014.htmLifeworks Advisors Receives Strategic Investment from Mariner Wealth...
Bicknell invests $1.8 million, joins Lifeworks Advisors’ Board to provide strategic guidance and provide access to Mariner Wealth Advisors’ executive leadership team and firm resources to help... (PRWeb November 16, 2020) Read the full story at https://www.prweb.com/releases/lifeworks_advisors_receives_strategic_investment_from_mariner_wealth_advisors_ceo_marty_bicknell_valuing_the_company_at_15_million/prweb17542831.htmWealthtech startups ReAllocate and LifeWorks collectively get close to $5 million in funding from ...
Advisory startups ReAllocate and LifeWorks enter into agreements for $3 million and $1.8 million in funding respectively from the ScratchWorks investors.Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor (PRWeb October 06, 2020) Read the full story at https://www.prweb.com/releases/lifeworks_advisors_launches_technology_driven_advisor_platform_for_growth_minded_advisors_to_deliver_a_complete_fee_based_financial_planning_client_experience/prweb17446607.htm
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Frequently Asked Questions Regarding Lifeworks Advisors
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Lifeworks Advisors specializes in comprehensive financial planning that aligns clients' money with their values and life goals. They offer a range of services including investing, retirement income planning, tax strategies, and business planning, catering to individuals such as accumulators, business owners, and those nearing or in retirement. Thei... Read More
