Lifeline Financial, LLC

Overview

Lifeline Financial, LLC is an independent, single-owner RIA organized as an LLC that focuses on serving individual and family clients. Its advisory scope centers on financial planning and discretionary portfolio management for individuals, small businesses and institutional/business clients. The firm also operates as an insurance broker and integrates insurance products into its client solutions. Fee arrangements include a percentage-of-AUM component along with hourly and fixed-fee engagements. Lifeline Financial is not identified as an active ESG investor, is not registered as a multi-state adviser in the available data, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices