Why True Life Wealth Management?
True Life believes that the focus should only be on the client and not anything else. We make certain of this because we believe our business should only exist if clients are happy enough with our services and they continually see and realize the quality of our advice; whereas our success depends on continued client happiness. We challenge clients to challenge us and to put us to the test to produce real value as your advisor year in and year out. If a client is dissatisfied with our advice and services and leaves our firm, we failed. We don't like to fail.
Why Advice-Based and why is it Important?
We believe revenue for our firm should have to be continually earned from our relationship with clients. That creates the proper incentive for us to continually produce something clients value, need, and want. This requires True Life to constantly add value to clients' lives that they can see and feel each year and that's what we accomplish. This is greatly opposed to largely commission-based advisors who receive a majority of their revenue instantly from products sold to clients whether or not it was in their best interests, performs well, or even causes financial harm.
How exactly do you operate?
We operate In-person and In-Office which is located is in South Tampa. We also operate remotely through teleconference and/or video conference to people in Florida and throughout the country. We serve clients to get them ready for retirement and teach them how they can thrive throughout retirement instead of just 'getting through it'. A complete Financial plan that fully encompasses all aspects of your life is created and reviewed/amended annually and is always accessible through state of the art Technology.
What kind of Firm is this?
True Life Wealth Management is a Registered Investment Advisor (RIA), registered by the State of Florida. We are strictly a Fiduciary Firm. We're Advice-Based and make sure that we have no other ulterior incentives other than your best interests. There are many advisors who are allowed to be called a Fiduciary but then shelve their Fiduciary responsibilities to mostly sell large-commissioned, packaged products with their Brokers license or their Insurance License. Not here. No way, no how... Real Value added to your life, or nothing.
How do we add Value to Clients?
By getting humans out of the way where human opinion isn't needed, and by including human interaction into areas of financial concern where it is significantly needed and usually non-existent! We include passive investment strategies which takes a lot of human error out of portfolio management. We use State of the Art Technology to enable clients to Save More, be Taxed Less, and have confidence & comfort in their plan for retirement. We Educate, Empathize, and Exercise our Personalities and Relationships to be able to visualize the future You want, and through our Technology we see exactly how to get there.
What do we do?
We make massive changes in people's lives through Financial Education, Financial Coaching, and Financial Planning. We learn about You and Your Situation and together show how to have the Future and Retirement of your dreams. We provide: Portfolio Management, Reducing Student Loan Debt, Reducing Taxes, Increasing your Current Cash Flow, Saving Money by not over paying in Fees, Increasing Income and Account Values in Retirement, establishing enough savings for College Tuition, and most meaningful: Creating Financial Contentment; Easily seeing and understanding your whole Financial Plan for the rest of your life in your two hands right in front of you.