More than two decades ago, our firm set out with a singular mission: to help as many families as possible take control of their finances and plan adequately for their future. Our firm was founded by Charles' grandmother, Laura Copenbarger, who built Lifestyle Financial Services from the ground up. Her hard work and dedication motivated Charles to join the family business, and today they address an underserved area of the market -- financial advisors who put their clients first. We run the firm with the same values that inspired us to pursue this industry all those years back: service, transparency, and trust. We strive to pass these values onto our clients every day. As a result, our client relationships often span multiple generations and the fruits of our labor are enjoyed for lifetimes. We have built our practice around helping families with all of their financial concerns and providing a safe, comfortable environment for them. Financial planning, legacy planning, and education are at the heart of our firm and we offer clients a high-touch, personal process. Contact us today to get started.
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-Free Consultation -$29.00 Flat Fee -Free To Start Help Remove Negative Marks Such As: *Collections *Charge offs *Bankruptcies *Repossessions *Hard Inquiries & more Get Approved For: -Rentals -Auto Loans -Mortgage Loans -Emergency Credit Cards & more
Most feel overwhelmed when thinking about money. Despite wanting to pay off debt and increase savings, people often procrastinate when dealing with financials. The only way to gain wealth is to be intentional with your wealth. IWM Financial was founded to teach others how to make profound lifestyle changes via making intentional decisions. Advise from an independent, objective advocate is pertinent. Our first priority is your overall financial success. We provide a custom evaluation on your financial situation, explain your risks and help you make a plan to achieve your goals. Long-term relationships that encourage open and honest communication are the foundation of success at IWM Financial.
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Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Tommy Mai is the president and founder of Tommy Mai Financial, a full-service financial planning firm providing clients with investment services, retirement planning and charitable planning. As the leader of the organization, Tommy uses his genuine and good-natured personality to intently listen to his clients and get to know them on a personal level before formulating reliable strategies they can be confident in.
