Creatively, we wanted the symbolization of our personal and steadfast commitment to helping each client maintain success in reaching all of their goals no matter what ups and downs life throws at them. This dynamic new name and logo showcases the questions we uncover, the thought-provoking conversations we have, and, most importantly, the commitment to oneself in order to make the journey.
We focus on the best ways to use your resources to achieve what you want in life, given the risks you are willing to take. Your Guide to Eliminating Financial Anxiety As a fee-only financial planner, Joe Morgan gives the answers you need to help calibrate your financial life with comfort and ease. Because money well-managed sets you free.
We focus on the best ways to use your resources to achieve what you want in life, given the risks you are willing to take. Your Guide to Eliminating Financial Anxiety As a fee-only financial planner, Joe Morgan gives the answers you need to help calibrate your financial life with comfort and ease. Because money well-managed sets you free.
Services
About
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While most financial planning firms provide advice and strategies geared toward certain products or services, Best Financial Life takes a different approach. As a fee-only financial advisor with 25 years of experience at major organizations including Silicon Valley Bank, Joe Morgan provides clients with non-biased and personalized advice.
Services
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If that sounds familiar, then take a deep breath and know you are not alone. From this moment on, you will have all the answers and confidence you will need to make smart, deliberate moves with your money. I will guide you, and through a collaborative effort, we will understand what your finances look like now and how each decision you make will affect them in the future.
Fiduciary Duty
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What passes for financial advice in much of my industry is really just maneuvering designed to sell you a product, whether you need it or not. The person you are talking to is thinking about their commission and, even if they wish to give you the best advice they can, that advice is limited only to the products they represent and tilted heavily to the highest commission products, not the most appropriate.
Who We Serve
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Over the years, Best Financial Life has proudly served a number of families and individuals, but we've seen the most success with women. Women who manage the household finances, women who seek financial clarity, and women who have become frustrated with Wall Street. Are you getting closer to retirement, but your financial status isn't quite where you want it to be? Are you searching for confidence in your finances for the rest of your life?
Podcast
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What financial situation or environment is challenging you right now? If you don't quite have the answer or don't want to say it out loud just yet, that's okay. I do, however, urge you to start at episode one and hit play. Together we will navigate and translate your financial state so you can take purposeful action with your money based on your specific needs.
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