Our Philosophy

At LifeFirst, our desire is to know you as a complete person, not just as a client. Doing so enables us to understand you more fully and to care more deeply about your well-being. We apply this personal understanding to managing your financial situation to its best possibilities, because we know enough about you to genuinely care. Creating the plan that will best support you is both our responsibility and our passion. Allowing you the freedom to direct your energy to life’s other endeavors brings us joy.

Here’s how we begin to do it:

  • Care for our clients in the way we’d want for ourselves. We founded LifeFirst to be the kind of place where we’d want to be clients, if we didn’t already work here. We’d want to be respected, informed, and heard. We don’t expect our clients to demand any less.
  • Know our clients and their goals. We understand that investing is more than just a numbers game. There’s emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren’t necessarily the best for everyone. When we first get to know each other, we’ll ask you a lot of questions so that we can learn about you as a person, and we’ll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
  • Treat clients like people, not like portfolio balances. One thing you’ll notice about our firm is that we’re friendly, down-to-earth, good listeners. Having been in the business a long time, we’ve encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). We’ve got a lot of perspective that can help keep you on an even keel through the ups and downs.
  • Empower clients to feel confident about their decisions. You don’t have to know the difference between a REIT and a UIT when you come to see us. We’re happy to explain it to you if you’re curious. If you’re not, that’s okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.
  • Practice time-tested financial approaches. At LifeFirst, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we’ll work with you to adjust your course of action accordingly. We monitor your portfolio’s performance so you don’t have to worry.

Why are there grapes in the logo?

Because it takes meticulous care for grapes to grow to their full potential, and then they can be harvested into something that brings you pleasure, as a simple, sweet fruit or as a rich, full glass of wine.