We put the person back in personal finance.
At LifeWorks Financial Services, we hold strongly to a set of principles and values that we know are important to you.
We understand that our work is critically important. Every financial decision our clients make can impact the quality of their lives. We take our responsibility to guide this decision process for the best interest of our clients seriously.
We are independent for a reason. We chose our independent business model to avoid bias and maintain our client focus rather than focusing on the needs of investment institutions.
We use an objective long-term decision making approach. We help our clients make informed investment and risk decisions based on a thorough market and economic research process.
We follow our own advice. We personally use the same planning and investment strategies that we recommend to our clients.
These basic principles guide all aspects of our engagements with our clients.
Securities offered through LPL Financial, Member FINRA/SIPC. FINRA http://www.finra.org and SIPC http://www.sipc.org/
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am/we are registered to do business, please visit http://www.lifeworksfs.com/
Our mission is to guide our clients in making knowledgeable financial decisions in pursuing their financial goals. We do this by providing education, evaluation, communication, and excellent client service.
What we believe:
• We believe that our clients are the most important part of our business.
• We believe that our clients are not a disruption of our day, but are the purpose of our day.
• We believe that our clients are to be given sound objective financial advice.
• We believe that our clients should be treated with respect, fairness, and sincerity.
• We believe that our clients are people and families, not numbers in an account.
Pend Oreille Assessor
41 km
Washington Federal
41 km
Stephens Marilee
41 km
Newport Pawn
41 km
Item wasn't priced, so I asked, and he ran to google for the highest price he could f... Mountain West Bank
41 km
I live in Spokane Valley now, but I've had better experiences with the Newport branch... Newport Office
41 km
SOS Pawn
41 km
There store sucks I took a $4000 gun set up in there and they tryed telling me it's i...
STCU: Newport Branch
41 km
Stay away from this branch specifically and try not to use the after-hours as well. ... Old Town Pawn Shop
42 km
The owners are amazing people and are always willing to help you out when you go in t... Executive Lending Group
43 km
Mountain West Bank
88 km
The staff here are awesome! They treat you like a real person and not just as another...to add LifeWorks Financial Services map to your website;
