Protect Your Lifestyle For The Rest of Your Life
Speak to a Professional Financial Advisor
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.
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
As Professional Financial Advisors, We’ll Help You Get a Comprehensive Financial Game Plan. The Benefits to You? 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 With You Throughout Your Whole Life
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.
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
Don’t just take it from us, read some kind words from people who work with us!
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!Conny
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.Peter
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!