This complimentary 30-minute conversation is designed for you to evaluate and get to know us. There is no obligation to work with us, but of course, we hope you will!
Design Life’s Journey is here to help you live life on your terms. Your business life and personal life should align to reduce stress, so you enjoy life more. We start by looking at how YOU envision the life you want to live. Then we will present you ways to minimize taxes, improve business’ cashflow, make certain your investments are in sync with your goals or deal with other financial considerations that are important to you today and in the future.
This 30-minute conversation is the perfect way to see how we can serve you on your terms. We have four ways to start the conversation. Meet us at one of our two offices or have the conversation over the phone or a Zoom® call. Select the option that best suits your needs below:
There are no warranties implied.
Design Life’s Journey, LLC’s website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
This web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Design Life’s Journey, LLC’s web site on the Internet is not to be construed as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Any subsequent, direct communication by Design Life’s Journey, LLC to a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Design Life’s Journey, LLC, please contact the state securities regulators for those states in which Design Life’s Journey, LLC maintains a registration filing.
A copy of Design Life’s Journey, LLC’s current written disclosure statement discussing Design Life’s Journey, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – https://adviserinfo.sec.gov/ or from Design Life’s Journey, LLC upon written request. Design Life’s Journey, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Design Life’s Journey, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Design Life’s Journey, LLC is a registered investment adviser located in Appleton WI and Dawsonville, GA. Design Life’s Journey, LLC may only transact securities business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Tax advice is provided by qualified tax professionals as a seaprate service. Comprehensive service packages include financial advisory services, tax preparation, and/or business cash flow and consulting services. Not all services are applicable or suitable for all individuals or business owners.
Insurance products and services are offered and sold through our partnership with RIA Insurance Solution and American Global Wealth Management, who is a member of FINRA, SIPC, MSRB registered and is a registered investment advisor.