OUR STORY - We started as a planning-first financial team and grew into a full-service partner with 75% of North America's Fortune 500 financial institutions. We are licensed in all 50 states, Puerto Rico, Virgin Islands, and Canada.

OUR TEAM — We are comprised of a well-diversified group of professionals, including Active Duty Military members, Retired Veterans, Veterans, First Responders, and hardworking families from all walks of life. Our team is built on a foundation of integrity, discipline, strong ethics, and professionalism. We are united by a shared mission to serve others, make a meaningful impact, and help families create a stronger financial future.

HOW WE WORK — We build a clear financial picture around your life by unifying planning, protection, and investing into one coordinated experience. You work with a dedicated Licensed Financial Professional to map goals into milestones, organize cash flow, and plan for risk management. We focus on practical planning topics like retirement planning, tax-free wealth accumulation, wealth management, college savings, estate planning, business owner strategies, and life insurance so each decision supports your long-term goals.

WHO WE SERVE — My Financial Life was built for people who want or need financial education and guidance without paying a financial professional just to receive it. We serve individuals, families, veterans, first responders, and business owners who want to grow, protect, and organize their financial future with confidence. As brokers, not advisors, our services are 100% free, and you will never be charged by a My Financial Life Agent for planning support.