Goodlife Financial Advisors

Financial Planning for Middle American Families and Businesses - This is what Good Life Financial Advisors is all about. Established in 2012, Good Life Financial Advisors aims to provide financial planning tools, products, and resources to families and individuals throughout middle America. Founder Conor Delaney took the idea nationwide, seeking advisors who approached their marketplaces with a servant leadership mindset. By combining the Good Life resources designed to create efficiency and support for independent financial advisors with advisors committed to serving their communities instead of Wall Street and New York's, Good Life has been able to impact dozens of communities across the country.

Our home office support staff is energetic, experienced, and takes pride in bringing a blue-collar work ethic to a white-collar job. Our top-down and bottom-up approach is centered on creating a path to financial independence for the mass affluent, which is the overarching goal that permeates through the organization. By doing this well, Good Life Financial Advisors remains one of the premier financial advisors and supported independent firms in the country.

Our Services

Good Life Financial Advisors offers a wide range of financial planning services designed to help families and individuals achieve their financial goals. Our services include:

• Financial Planning: We work with our clients to create a customized financial plan that takes into account their unique goals, risk tolerance, and time horizon. Our comprehensive approach includes cash flow management, investment planning, tax planning, retirement planning, and estate planning.
• Investment Management: We offer investment management services designed to help our clients grow and protect their wealth. Our investment approach is based on a deep understanding of our clients' goals, risk tolerance, and time horizon. We use a variety of investment strategies, including passive and active management, to help our clients achieve their investment objectives.
• Retirement Planning: We help our clients plan for retirement by analyzing their current retirement savings, projecting their future retirement income needs, and recommending strategies to help them achieve their retirement goals. Our retirement planning services include 401(k) and IRA rollovers, Social Security claiming strategies, and retirement income planning.
• Estate Planning: We help our clients protect their legacy by recommending strategies to minimize estate taxes, preserve wealth for future generations, and ensure their wishes are carried out. Our estate planning services include will and trust preparation, powers of attorney, and health care directives.
• Insurance Planning: We help our clients protect themselves and their families from unexpected events by recommending appropriate insurance coverage. Our insurance planning services include life insurance, disability insurance, and long-term care insurance.

At Good Life Financial Advisors, we are committed to providing our clients with the highest level of customer satisfaction. We take a community-first approach to financial services and value our customer relationships above all else. If you are looking for a financial advisor who will put your interests first, contact us today to learn more about how we can help you achieve your financial goals.