Working with Financial Planners

At Life's Business, Inc. we are educators and personal finance advisors. We work extensively with financial planners in helping with client education. A few notes to our fellow planners:

• We do not accept any commissions from financial planners.
• We do not engage in the business of investing client's funds and are not an SEC IA Firm.
• We do not sell any type of insurance products.

We are not your competition! We wish to maintain our independence and integrity by keeping our focus on education and advising.

We are affiliated to Voloschin & Associates which provides tax preparation, planning and advice. Please see descriptions under the services tab on our home page.

Many of our clients are do-it-yourselfers. Some need a planner to work with on a regular basis. We only work with Planners who uphold the highest standards of ethics! We refer clients who need a financial planner based on our belief that you and the client would make a suitable match. We again emphasize: we will accept no commissions of any kind for these referrals.

If you would like to discuss setting up an educational seminar for your clients please call to discuss our professional group rates. We would love to work with you and your clients!