Question 1

Can you work with my lawyer or accountant?

Accepted Answer

We are all about being collaborative and supporting our clients in any way we can. This collaboration might mean sharing some of our client estate planning work with a lawyer or an accountant at a client’s request so they can implement their plans in a clear and concise manner.

Question 2

Why is LiveBy different than a bank?

Accepted Answer

Our philosophy is to be proactive rather than reactive. We focus on a full strategic solution to support you and your family and continue to monitor your progress. We help protect your family, not just your things - with unbiased advice.

Question 3

What can you do to help me provide a secure future for both my family and myself?

Accepted Answer

The creation of a thorough wealth plan identifies what is required to achieve security for you and your family, and acts as a gauge to ensure we are tracking toward those objectives. Sometimes unforeseen factors can be a distraction from what is truly needed to attain those initial goals, and having a plan can act as an important reminder not to get off-course.

Question 4

How do you get paid/compensated?

Accepted Answer

We have two payment models available, so you can pick the one that suits you best. In the first model, we are paid in a variety of ways. We receive a commission by the insurance companies for putting your risk management plan in place. For mortgages, we get paid a referral fee and for investments, we sometimes receive a trailer commission from the investment firm. If you prefer, we also have a fee-for-service model. Connect to learn more.

Why does LiveBy have a specialty in supporting physicians?

Do physicians have unique needs when it comes to planning?

Why should I use your firm?

What credentials and experience do you have?

What do you mean by a comprehensive financial plan?

FAQs

Can you work with my lawyer or accountant?

Why is LiveBy different than a bank?

What can you do to help me provide a secure future for both my family and myself?

How do you get paid/compensated?

Contact LiveBy Wealth Management

Send an Email