Live and Give Financial

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Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Live and Give Financial LLC offers investment management and financial planning services. Financial planning covers goals, cash flow, risk management, insurance, tax, estate, retirement, investment analysis, college savings, and business planning. Services are tailored to client needs and restrictions are accommodated.

Fee Structure

Financial Planning:Charged separately

Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningInvestment ManagementHigh Net Worth

Location

OH, United States

1 Advisors at this firm

CFP