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About Us

Welcome to Lifevest Advisors, your trusted partner in navigating the complexities of retirement planning. We are dedicated to securing your financial future through innovative and tailored retirement solutions. Our expertise spans traditional and alternative retirement plans, including Annuities, Bitcoin IRAs, and Gold IRAs, ensuring diverse options that cater to your unique financial needs.

Our Mission

Our mission is to empower our clients to achieve a secure and prosperous retirement. We believe in building long-term relationships based on trust, integrity, and transparency. At Lifevest Advisors, we commit to providing personalized advice and solutions that align with your retirement goals and financial aspirations.

Our Team

Anne – Co-Founder and Chief Strategy Officer
Anne brings over 15 years of experience in financial planning with a passion for retirement solutions. She drives the strategic direction of Lifevest Advisors, ensuring our services align with industry standards and client expectations.

Charles – Chief Financial Officer
Charles oversees our financial management and is instrumental in developing innovative investment strategies for our clients. His expertise is crucial in managing our clients’ portfolios effectively, focusing on long-term growth and stability.

Mary – Head of Client Relations
Mary leads our client relations team, ensuring all clients receive personalized and attentive service. Her commitment to understanding each client’s unique situation makes her an invaluable asset to our team and your retirement planning journey.

Robert – Senior Retirement Planner
Robert specializes in integrating alternative assets like Bitcoin and gold into traditional retirement plans. His forward-thinking approach helps clients diversify their retirement savings and explore new investment horizons.

Contact Us

We invite you to contact our team with any questions or to schedule a consultation. At Lifevest Advisors, we are here to equip you with the tools and knowledge necessary for a financially secure retirement.

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The information provided on https://lifevestadvisors.com/ is for general informational purposes only. All information is presented "as is" and is not intended as, nor should it be considered a substitute for, professional legal, financial, or other professional advice. Users should consult a qualified professional for specific advice tailored to their individual circumstances.

Legal and Financial Advice Disclaimer: The content available on this website does not constitute professional legal or financial advice. Before making any legal or financial decisions, it is essential to consult with a qualified attorney or financial advisor.

Limitation of Liability: Under no circumstances will the website or its content creators be liable for any direct, indirect, incidental, consequential, or special damages resulting from the use of, or the inability to use, the information provided. This limitation applies even if the website has been advised of the possibility of such damages.

Accuracy and Completeness: While we strive to ensure the reliability and timeliness of the information, there is no guarantee of its accuracy, completeness, or currentness. Legal and financial regulations frequently change, and it is imperative to consult a professional who is informed about the current legal and financial environment.

External Links Disclaimer: This website may feature links to external websites that are not under our control. We are not responsible for the accuracy, reliability, or completeness of any information on these external sites.

No Professional-Client Relationship: Interaction with the website or use of its content does not establish a professional-client relationship of any kind.

Jurisdictional Issues: The information provided is primarily applicable within the United States. Users from other jurisdictions should consult with a professional to determine if the information is appropriate for their specific circumstances.

Contact Information for Further Inquiries: Should you have any questions or require additional information, please contact us through the channels provided on our website. We strongly recommend consulting with a qualified professional for personalized advice.

Date of Last Update: This disclaimer and the content on the website are subject to change and were last updated on April 29, 2024. We advise users to periodically review the disclaimer for any updates.

Affiliate Disclaimer
As an affiliate, we may earn a commission from qualifying purchases. We get commissions for purchases made through links on this website from Amazon and other third parties.

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Copyright © 2024 Lifevest Advisors The information provided on https://lifevestadvisors.com/ is for general informational purposes only. All information is presented "as is" and is not intended as, nor should it be considered a substitute for, professional legal, financial, or other professional advice. Users should consult a qualified professional for specific advice tailored to their individual circumstances. Legal and Financial Advice Disclaimer: The content available on this website does not constitute professional legal or financial advice. Before making any legal or financial decisions, it is essential to consult with a qualified attorney or financial advisor. Limitation of Liability: Under no circumstances will the website or its content creators be liable for any direct, indirect, incidental, consequential, or special damages resulting from the use of, or the inability to use, the information provided. This limitation applies even if the website has been advised of the possibility of such damages. Accuracy and Completeness: While we strive to ensure the reliability and timeliness of the information, there is no guarantee of its accuracy, completeness, or currentness. Legal and financial regulations frequently change, and it is imperative to consult a professional who is informed about the current legal and financial environment. External Links Disclaimer: This website may feature links to external websites that are not under our control. We are not responsible for the accuracy, reliability, or completeness of any information on these external sites. No Professional-Client Relationship: Interaction with the website or use of its content does not establish a professional-client relationship of any kind. Jurisdictional Issues: The information provided is primarily applicable within the United States. Users from other jurisdictions should consult with a professional to determine if the information is appropriate for their specific circumstances. Contact Information for Further Inquiries: Should you have any questions or require additional information, please contact us through the channels provided on our website. We strongly recommend consulting with a qualified professional for personalized advice. Date of Last Update: This disclaimer and the content on the website are subject to change and were last updated on April 29, 2024. We advise users to periodically review the disclaimer for any updates.