Established in 2003, Financial Lifestyle Management is an independent Fee-Only Texas Registered Investment Advisory and Financial Planning firm based in Greenville, Texas (about 45 minutes east of the Dallas Metroplex). Our clients are individuals, families, professionals, and small business owners. We provide comprehensive financial planning, specific goal planning, investment management and advice, and portfolio monitoring services.
As an Independent Fee-Only Financial Planning Firm, we:
- adhere to a Fiduciary standard, always putting our clients’ interests first;
- do not accept commissions, and are not captive to any product or company;
- recommend only products best suited for our clients;
- provide full disclosure of all fees in advance and in writing;
- seek to educate our clients about their planning and investment options; and
- engage in ongoing training and education to maintain professional designations.