Layline Financial
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.