Broker Check
Schedule a Meeting

Add Lifewater

and live the life you want.

Wealth Management | Investing | Financial Planning

Schedule a Meeting

Managing your personal wealth can be time consuming and overwhelming, let us help.

We provide wealth management solutions which are the life water that helps you prosper.

Your Path to

Peace of Mind is

Simple


Schedule a Meeting

1

Schedule a Meeting

In your 30-minute discovery meeting we'll talk about your goals and what's important to you. We'll also give you insight into who we are and how we can work together.

2

Develop Your Plan

We'll create a plan based on your current situation and future goals. Then, we'll identify the expertise you need to achieve financial freedom.

3

Achieve Your Goals

We'll continue to monitor your plan so you stay on track. We're committed to helping you achieve your goals, financially and personally, every step of the way.

Why Lifewater

Many people find managing personal wealth consumes valuable time needed for busy careers, personal affairs or just living your dreams.

Lifewater helps you recapture precious time and experience peace of mind because we:

  • Listen to understand your unique goals
  • Deliver solutions that bring peace of mind
  • Help you maintain a strong financial foundation, and
  • Position you to enjoy the life you want to live

Our Services

The support you need to build the life you want.

Financial Planning

Financial Planning

Retirement

Cash Flow

College

Insurance

Employer Retirement Plans

Advisory Services

Advisory Services

Tax

Estate

Coaching

Insurance

Investment Management

Investment Management

Investment portfolios are unique to each investor. We design a portfolio that reflects your objectives, risk profile and goals.


Learn more

Our Process

Steps To Create A Plan To Achieve Your Goals

                          

About Us

Our Team Works for You.

The financial resources you entrust to us represents years of your hard work and ingenuity. Our work together will impact your family for generations.

This is more than a long-term business relationship. It is the legacy for your family, your children, and their children’s financial stability and well-being. We honor that and we value you.

Fredrick Standfield

Fredrick Standfield, CFP®, CPA

Founder, Financial Solutioneer®

Featured in:

LET'S TALK

Thank you!
Oops!