Our Difference

Beyond our independent advantage, we simply believe in providing custom-tailored service levels to our clients dependent on their level of need. We can communicate with you on a daily basis or deliver a consolidated report once a year – the choice is yours.

About Us


The interests of our clients always come first.

In walking alongside our clients over the long term.

In delivering on our promises.

In giving back to the communities that have given so much to us.

In acting with integrity and honesty with everyone, every time.

In helping our clients achieve their financial goals and aspirations.


Our vision is to re-define financial advice by utilizing a collaborative, centralized, client focused approach to wealth management.


Our mission is to provide our clients with clarity and confidence in their personal finances so they can focus on the things that matter most in life.

Comprehensive Financial Planning Services

We are a team of financial service professionals for real people. Our step-by-step process will help bring clarity and confidence to your financial future.

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Financial Planning as it should be… Comprehensive

At Lifemore Financial Group our mission is to help you understand your current financial situation and to help make more informed decisions by providing you innovative strategies and exceptional service in order to optimize your personal financial wellness.


Our Team

We’re a team of ordinary individuals that strives to provide extraordinary services for real people.

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Our Process

Our 6 step process will help guide you to make informed decisions for your financial planning.

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Our Philosophy

We believe you can benefit from our services if you...

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Explore our simple Process

Our 6 step process is tailored to your specific needs. 

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Our Services


Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter. However, similar to planning that goes into living a happy and fruitful life, a well...

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.


We manage assets for individuals and families, providing investment management, and financial planning services.



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