LIFEGOALS FINANCIAL GROUP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$59,395,837
Total clients
163
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
163
Average account size
$364,392
About
LifeGoals serves individuals, family trusts and small-business owners, providing comprehensive financial planning and discretionary investment management as described in its brochure. Clients receive written financial plans and may engage ongoing portfolio management, plan reviews, and implementation support under asset-based advisory agreements and separate hourly or fixed-fee planning engagements.
The firm’s investment process centers on client-specific asset allocation informed by risk-tolerance questionnaires, life-stage considerations and cash-flow needs, with a strategic buy-hold-and-rebalance orientation that uses low-cost mutual funds and selective individual securities. The brochure describes tax-aware practices — including tax-loss harvesting and allocation among taxable, tax-deferred and tax-exempt accounts — and notes the delivery of periodic performance reports as part of ongoing monitoring.
Notable details in the brochure include that the firm’s principal holds both CFP and CPA credentials, which the firm cites as supporting its tax-focused planning and analysis, and that it provides periodic written communications such as an Investment Performance Review Summary Report and other publications. The firm also maintains a $250,000 custodial account minimum and conducts reviews and monitoring directly through its adviser and institutional platform resources, a profile that differs from many small independent advisers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Individual tax preparation
Expertise
General retirement planning
Tax-loss harvesting
Income planning
Cash flow / budgeting
Fee options
Financial planning fees may be set at a fixed amount depending on client needs and scope; one-third due at engagement, remainder upon completion.
$0 - $500,000: 1.00% $500,001 - $750,000: 0.95% $750,001 - $1,250,000: 0.90% $1,250,001 - $1,750,000: 0.85% $1,750,001 - $3,000,000: 0.80% $3,000,001+: Negotiable
Financial planning services charged at $225 per hour.
Account minimum: $250,000 Minimum fee: Fees are negotiable and may be subject to a minimum in accordance with the Advisory Agreement Fee Schedule, but specific minimum fee amounts are not clearly stated. Fee-only: Financial planning fees charged at $225/hour or fixed amount depending on scope; hourly rate is non-negotiable.
Main office location
LIFEGOALS FINANCIAL GROUP
215 N Water St, Suite 129
Owosso MI 48867, United States
Number of offices
1
Most active in
LIFEGOALS FINANCIAL GROUP has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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