Our Method - We evaluate your current financial situation, your objectives, assumptions and feelings about risk. Our approach takes into account building a balanced investment portfolio, insurance, education funding, retirement analysis, and estate planning. We help you answer specific questions, such as:

Which investments should I pick in my 401K?

Should I roll my 401K into an IRA or take a distribution?

What is the best way to accumulate the down-payment for a house?

How should I exercise my stock option--buy and hold? Same day sale? A mixture?

Professional Investment Accounts - For those seeking an on-going managed portfolio, Life Organizers can recommend and supervise one or more choices among nationally known money management firms. These select firms offer a variety of investment philosophies, and all have excellent track records.

Our Fees - Life Organizers' compensation is generally an hourly fee for providing advice and guidance. For those clients who select a national money management account, Life Organizers will receive a percentage of the assets under management as compensation. We assist you with investment decisions, and help you to set up your accounts, including filling out the paperwork required to implement our recommendations. We are available for further review of asset allocation as portfolios grow and needs change.

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Securities offered through 1st Global Capital Crop., Member FINRA/SIPC Investment advisory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Life Organizers. Life Organizers and 1st Global Capital Corp are not affiliated. We currently have individuals licensed to offer securities in the state of California. This is not a an offer to sell securities in any other state or jurisdiction.