Lifeway Financial- Financial Advisor Plano, TX

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About Lifeway Financial

Lifeway Financial is a fee only, fiduciary advisory firm that helps you make clear, confident money decisions. We integrate comprehensive planning, disciplined investment management, and proactive tax strategy so your plan, your portfolio, and your taxes work together.

What makes us different

Fiduciary, fee only advice, no commissions, transparent pricing.
Retirement income precision, our Social Security Analyzer tests dozens of claiming strategies, shows breakevens and tax impacts, and aligns benefits with Roth conversions and withdrawal sequencing.
Evidence based investing, factor aware, tax efficient portfolios with documented targets and guardrails in your Investment Policy Statement, plus disciplined rebalancing and risk controls.
Tax aware execution, asset location, tax loss harvesting windows, and smart cash management to improve after tax results.
visible service calendar, recurring reviews, beneficiary and titling checks, and coordination with your CPA and attorney so nothing slips.
One coordinated team, one integrated plan, one clear point of accountability.

How we work
1. Define outcomes, understand constraints, and gather the right data.
2. Build your plan, cash flow, retirement, taxes, risk, education, and estate coordination, with clear, prioritized next steps.
3. Implement your investment policy with low cost building blocks and selective factor tilts.
4. Monitor and refine through scheduled reviews, timely check ins, and rapid response when life changes.

The result
Less noise, more progress you can measure, a plan that adapts as you do, and a long term partner focused on after tax, after fee results.

See Disclosures

General Information

Firm Start Year

2003

No. of Employees

Firm CRD#

114276

Name of Custodial Firm

Schwab

Work with the following types of clients

Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Risk Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®, CDFA^®, EA

Firm Information

Assets Managed by Firm

$350M

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$3000000

Compensation Methods

Based on Assets

Fee % Based on Assets

0.85

Additional Details on Charges

Fees charged on a tiered scheduled based on the level of assets. Fees are calculated for each level to get to a progressively lower blended rate. For example, the all-in rate on a $5M portfolio would be 0.85%.

Portfolio Value Up to $1M = 1.10% $1M - $5M = 0.80% $5M - $10M = 0.60% Over $10M = 0.40%

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892936/paladinregistry-Lifeway-Financial-detailed-disclosure.html

Paladin Advisors

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Lifeway Financial