Live and Give Financial offers personalized financial planning and investment management services to individuals and families. Live and Give Financial helps clients with retirement planning, cash flow and debt management, tax planning strategies, estate planning, employee benefits optimization, risk management, college savings, and business planning. The firm also offers values-based investing options, such as Biblically responsible investing and socially responsible investing. Live and Give Financial operates on a fee-only basis and does not require a minimum account size to open or maintain an account.
Fee Structure
Live and Give Financial does not charge its own direct fee for investment management services when clients use third-party managers like Geowealth for ongoing financial planning clients. Instead, clients pay fees directly to the third-party manager. For clients using Betterment Advisor Solutions, Betterment charges a fee ranging from 0.12% to 0.25% of account balances, which is separate from Live and Give Financial's fees.
