Your life, reimagined.
Our clients
Our services
“Possibilities” Planning
Career Family & Education
Goal Discovery Career Change Sabbatical Planning Semi-Retirement or Retirement Transitions
Financial Planning
Investment Management
Strategy Consultation
Implementation Assistance
Ongoing Education
Investment management & Education
Providing for Loved Ones
Multi-National Estates Inheritance
Legacy Planning
Estate Planning
and Protection
Insurance Review
Ongoing Education
Asset Protection
Personal Coverage
Business Coverage Self-Insurance
Risk Management
Stock Plan Analysis Tax Conscious Divestment Strategies
Deferred Compensation
Tax-Efficient Investing Ongoing Tax Planning
Tax Return Review
Tax Planning
Cash Management
Cash Flow Strategy and Automation
Budget Analysis and Implementation
Debt Restructuring
Cashflow Forecasting Net Worth Tracking Goal Planning
The Layline Financial Difference
Layline Financial
Fulfillment-Focused: Our mission revolves around fulfillment and holistic satisfaction, not just monetary accumulation.
Fee-Only Structure: A choice between retainer based and asset based models, means fewer conflicts of interest and more savings for you.
Redefining Retirement: We believe that retirement isn't about a specific age. It’s about financial independence and the freedom to do what you love.
Tailored Investing: We ask you about your life aspirations and guide your investments to help you achieve them.
Traditional Financial Advisers
Accumulation-Focused: Often the primary goal is accumulating wealth with less regard for personal fulfillment.
Commission-Based: Many advisers earn their income through commissions, which could potentially impact their advice.
Traditional Retirement View: The old-fashioned idea that retirement starts at age 65, with less focus on earlier financial independence and more focus on working longer.
Money-First Approach: They ask how much you have invested and base their advice on that, with less regard for your life goals.