Active Lifestyle Financial Planning (ALFP) provides financial planning, tax, and investment advisory services. ALFP offers comprehensive financial planning covering areas like cash flow, tax planning, investment allocations, education planning, retirement planning, insurance, and estate planning. ALFP is fee-only, meaning it doesn't sell financial products or receive commissions.
Assets Under ManagementN/A
Clients31
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
twitter.com/activlifestylfp ·www.linkedin.com/in/jasonharveyalfp ·activelifestylefinancialplanning.com
Fee Structure
Investment advice is part of ALFP's financial planning process. ALFP is a financial planning-centric firm, not an asset manager compensated under the Assets Under Management (AUM) fee model. ALFP provides investment advice, with the client making the final decision on investment selection.
Loading...