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    Helping you move from financial independence to significance with the health and relationships to enjoy it.

    Charitable Vision

    In the “new retirementality” there is ample time remaining for creating a personally satisfying and meaningful legacy. What would you like to be known for while you are living, and remembered for after you are gone? What is on your “bucket list”? How can you be deliberate, creative, and impactful in the process of leaving your mark on this world? This is the crowning piece of your “true wealth.” Once you have secured your financial future, enhanced your health and vitality, added depth and meaning to your life and the lives of others, here is where you can put it all together with ideas and resources for creating a lasting legacy.
     


    Plan for Financial Independence

    To schedule a time to discuss your financial future and the possible role of insurance and investments in your financial strategy, contact us at service@lifedirectionsfinancial.com or call us at (425) 677-8995 today!

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    Learn the major retirement factors to consider in this complimentary report, "Your Retirement Income Planning Checklist."

    • Life Directions Financial’s Four Pillars
    the focus of our firm

    financial freedom

    Health & Longevity

    Purpose & Meaning

    CHARITABLE VISION

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs.

    Investment advisory services offered through AE Wealth Management, LLC.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    Any references to protection benefits or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products, and are not offered by AE Wealth Management, LLC. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    Insurance licenses: Washington WAOIC 145941, Oregon, North Dakota, Kansas NPN 5760124, Georgia 2820085, Texas 1640298, California 0I79234, Florida W033364, Arizona 1035540

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