LIFELINE FINANCIAL, LLC

Overview

Lifeline Financial, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm combines advisory services with insurance brokering, which shapes its use of guaranteed insurance products alongside liquid market investments. Its advisory fees are a mix of percentage of assets under management, hourly charges and fixed fees, and the business serves a client base made up primarily of individual and family clients rather than institutional pension or consultant relationships. Investment activity centers on equity exposure delivered primarily through exchange-traded vehicles and mutual funds, with portfolio management tailored to individual client needs. The firm’s services span comprehensive financial planning, ongoing portfolio oversight for individuals and small business owners, and portfolio management for business or institutional clients at a modest scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices