Good Life Financial Advisors Of Morehead City
Financial Advising
Why pick this one
Good Life Financial Advisors Of Morehead City offers investment management without a minimum account size plus financial planning and insurance services.
Best for
- people starting to invest
- retirement planning
- saving for a home
- clients seeking investment management and financial planning together
- life, disability, or long-term care insurance planning
- homeowners or vehicle owners seeking property and casualty insurance
Specialties
- retirement planning
- investment management
- financial planning
- life insurance
- disability insurance
- long-term care insurance
- Medicare Advantage plans
- Medicare supplements
- annuities
- property and casualty insurance
Certifications
- SEC-registered investment advisor
- Tiffany Newlin AIF®
What makes them different
- No minimum dollar amount is required to open an investment advisory account
- Good Life Advisors, LLC states that it has a fiduciary duty to act in clients' best interests
- Advisory services are not limited to proprietary products or a limited product menu
- Clients may receive discretionary or non-discretionary investment management
- The firm states that clients are generally met with at least annually to review investments, strategies, and goals
- Serves
- Morehead City
Distilled from this business's own website.
Contact & Location
- Address
- 405 Evans St, Morehead City, NC 28557-4274
- Phone
- 12522219229
- Website
- https://www.goodlifefamhc.com
- Tiffany.Newlin@GoodLifeFA.com
Services
- wealth management
- investment advisory services
- financial planning
- risk management
- insurance planning
- property and casualty insurance