Life Well Lived Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Roberta Daugherty

Roberta Daugherty

CFP®, ChFC®, CASL®, CLU®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Roberta Daugherty's website
Joseph Strike

Joseph Strike

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Joseph Strike's website

Team

Debbie McGinnis

Debbie McGinnis

Office Manager,

Client Service Specialist
Thomas Franco

Thomas Franco

Office Manager,

Client Service Coordinator