Charles Schwab serves as custodian for our client's investment portfolios. This strategic partner provides our clients with access to nearly every publicly traded security, ensuring your assets are always safe. Clients receive monthly statements and online access to the investment accounts we manage or supervise for them through Schwab.

This institution offers sophisticated financial planning solutions that we utilize to help clients navigate the complex financial aspects of their lives.

Blueleaf is approved by and integrated with various custodians, broker-dealers, and other financial institutions you work with. We utilize the Blueleaf system to simplify our clients' ability to track their financial accounts and monitor their performance.

Finances for Life, LLC is independently owned and not affiliated with these institutions. Finances for Life, LLC does not receive fees or commissions from these arrangements.