Protect your lifestyle for the rest of your life

LEARN MORE about CEO – Lynn Williams

Financial Planning and Solutions for Professionals and their Families

The Lifestyle Protector delivers something different.

We’re a modern financial planning firm for Professional Families and Late Starters. We help you build a personalized, comprehensive financial game plan that puts your lazy money to work and helps you focus on achieving what’s most important to you – even if you’re starting late.

Lifestyle Protector – as featured in:

 Our Promise to you

Understand your big picture.

From beginning to end, we discuss every aspect of your financial life #Comprehensive

Help you make progress.

Once you have your Financial Plan, we provide ongoing support and guidance #WealthManagement

We won't jump the gun.

We want to know what you’re investing for before we advise you on how to invest #Solutions

We cut through the jargon.

We use plain language so you’ll understand our recommendations and feel confident about your financial choices #Smarter

A personalized plan by humans.

Smart technologies support our work and conversations. It doesn’t replace them #Modern

With comprehensive financial planning, you are more likely to …

Source: The Value of Financial Planning, commissioned by FPSC in conjunction with the Financial Planning Foundation


have greater levels of financial well-being


have greater peace of mind


achieve your life goals

How The Lifestyle Protector Works Throughout Your Life

Financial Planning

If you’ve ever wondered “what more could I be doing to be smarter with my money?”, we can help! With your Financial Plan, we’ll make sure you’re checking all the right boxes and not missing a single opportunity to be smarter with your money.

Wealth Management

Bring your Financial Plan to life with our full-service collaborative Wealth Management experience. We’ll help you with all things money related. You’ll have year-round access to the professional advice, guidance and resources needed to stay on track.


Wondering if Financial Planning is right for you?

Kind Words from Our Clients

Giving thanks to Lynn and her team. We know this is only the beginning of a long lasting, prosperous relationship. We are smiling from ear to ear. Give Lynn a call so that you will smile too!


There is nobody as thorough as Lynn when it comes to looking at your overall picture. I only wish I had met her in my 20’s to help create a plan and not be as crazy with my money.


We think back at how lucky we all were to have met and got to know your father, such a nice person. He helped us out so very much! Now we appreciate your help. Thank You!

Tim and Marilyn

Planning eliminates the need to keep your fingers crossed.

Plan for your future. Enjoy your lifestyle today!



Our free weekly e-mail newsletters are packed with insights and success strategies from leading experts and publications. Want to know how the top professionals and advisors make the most of their money? Simply add your details in the box below and hit submit.

You have successfully signed-up

Pin It on Pinterest