Good Life Financial Advisors
Bank Credit Union
Why pick this one
Good Life Financial Advisors provides retirement income, Social Security, and tax-efficient planning in Southern Pines and Fayetteville after over 30 years serving Cumberland County.
Best for
- retirement income and Social Security planning
- military families evaluating Thrift Savings Plan options
- retirees and pre-retirees in Southern Pines or Fayetteville
- business owners planning for succession
- clients seeking coordinated investment, insurance, estate, and tax planning
- households wanting a visual Asset-Map financial assessment
Look elsewhere if
- customers seeking checking or savings accounts
- customers seeking consumer or business loans
- customers needing routine branch banking transactions
Specialties
- retirement income planning
- Social Security income planning
- investment management
- life insurance planning
- long-term care insurance planning
- Medicare planning
- tax-efficient financial planning
- estate planning
- college savings and 529 plans
- military Thrift Savings Plan options
- Asset-Map financial assessment
Certifications
- LPL Financial affiliation
- APMA®
- AAMS®
What makes them different
- Over 30 years of combined financial-services experience
- Fayetteville office serving Cumberland County families and businesses for over 30 years
- Personalized planning available for clients with $50,000 to $5 million
- Team approach involving wealth advisors, financial planners, an insurance specialist, research, and outsourced chief investment officers
- Free Asset-Map process for visualizing household resources and financial goals
- Serves
- Southern Pines, Fayetteville
Distilled from this business's own website.
Contact & Location
- Address
- 225 Green St Ste 1011, Fayetteville, NC 28301
- Phone
- 9109209388
- Website
- https://www.goodlife-nc.com/
- katie.ives@lpl.com
Services
- financial planning
- retirement planning
- risk management
- investment management
- tax planning
- estate planning
- education planning
- lifestyle planning
- philanthropy and social responsibility planning