life, reimagined.

Our services

Do you need a Co-Pilot? Advice-Only Planning gives you full access to a financial professional, while you manage your own investments.

  • Ongoing access for questions and advice

  • Routine check ins to ensure you remain on track

  • Annual Investment Review of all accounts

Advice-only planning

Deep Dive into the 5 Fundamentals of Financial Planning:

  • Retirement Planning

  • Investments

  • Cash Flow Strategy

  • Insurance

  • Estate Planning

Comprehensive onboarding

Professional Management, Sophisticated Strategies:

  • Competitive Fees

  • Custom Portfolios

  • Tax Efficient Strategies

  • Concentrated Stock Mmgt

  • Direct Indexing

  • Collaborative

Investment Management

layline living

Anchored in insights, driven by purpose. Layline Living helps you master your finances and embrace the journey

The Layline Financial Difference

Layline Financial

Fulfillment-Focused: Our mission revolves around fulfillment and holistic satisfaction, not just monetary accumulation.

Fee-Only Structure: A choice between retainer based and asset based models, means fewer conflicts of interest and more savings for you.

Redefining Retirement: We believe that retirement isn't about a specific age. It’s about financial independence and the freedom to do what you love.

Tailored Investing: We ask you about your life aspirations and guide your investments to help you achieve them.

Traditional Financial Advisers

Accumulation-Focused: Often the primary goal is accumulating wealth with less regard for personal fulfillment.

Commission-Based: Many advisers earn their income through commissions, which could potentially impact their advice.

Traditional Retirement View: The old-fashioned idea that retirement starts at age 65, with less focus on earlier financial independence and more focus on working longer.

Money-First Approach: They ask how much you have invested and base their advice on that, with less regard for your life goals.