LifeTrek Financial Group - Tailoring our Services to Your Needs

By: Lifetrek Financial Group  09-12-2011

As part of our overriding goal to help you live your dream, Lifetrek Financial Group has developed a process and set of services for specific groups of people who share similar needs and financial goals. Building on this framework, we then tailor each service to the individual situation of each client.

Learn more about the special set of services we provide:

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Other products and services from Lifetrek Financial Group


LifeTrek Financial Group - Professional Service Network

As your personal Certified Financial Planners, we here at Lifetrek are well rounded generalists with the expertise to assist you in many aspects of your financial life. With your permission, we can work in conjunction with the firm of your choice to help make sure everyone is on the same page, and working toward a common objective.


LifeTrek Financial Group

Develop and present the financial plan Assisted by state of the art computer software we develop and prepare a financial plan tailored to meet your goals and objectives, values, and risk tolerance. It's this big-picture approach that sets financial planners apart from all other financial advisors who may have been trained to focus only on one aspect of your finances.