Financial Services

Why MyLifeBroker?

We’re here to help. Let us show you what we can do. With many years of combined experience and industry knowledge — 20+ — we’ve seen it all, or nearly all. We understand each client is unique and faces different challenges, which is why we take a personalized approach to wealth management.

We know the gamut of wealth management and insurance projects. We understand what it takes to save. We also know the potential complexities of spending — inflation, expenses, long-term care, once-in-a-lifetime vacations. As the great writer Douglas Adams once said, “Trying to predict the future is a mug’s game. But increasingly it’s a game we all have to play because the world is changing so fast and we need to have some sort of idea of what the future’s actually going to be like because we are going to have to live there, probably next week.”

Nothing can take the risk out of investing. The market will always have some measure of volatility — but without risk, you can’t have reward; also, having a certain portion of your assets in the market gives you the opportunity to build on your existing wealth. Over time, that growth potential could help you offset the effects of inflation and other factors that erode the purchasing power of your assets — assets you may be counting on to see you to and through retirement.

We have experience with stocks, bonds, mutual funds, and retirement accounts, and we’d love the opportunity to sit down with you and understand your goals and where our services might fit inside your overall financial strategy.