Our Strategic Partners

Charles Schwab serves as custodian for our client's investment portfolios. This strategic partner provides our clients access to nearly every publicly traded security and ensures your assets are always safe. Clients receive monthly statements and online access from Schwab to the investment accounts we manage or supervise for them.

This institution provides sophisticated financial planning solutions we use to help clients navigate the complex financial elements of their lives.

Blueleaf is approved by and integrated with various custodians, broker-dealers, and other financial institutions you work with. We use the Blueleaf system to make it easier for our clients to track their financial accounts and how they are doing.

Finances for Life, LLC is independently owned and not affiliated with these institutions. Finances for Life, LLC does not receive fees or commissions from these arrangements.