Lifestyle Financial Planners

About Lifestyle Financial Planners

We are a fee-based Financial Planning firm based in the West of Ireland. We partner with self-employed business people, professionals practices, company directors, retirees and those close to retirement looking for guidance on their retirement options and possibly tax-efficient exit strategies from their businesses. Many clients simply need guidance and help with the complexities of managing and protecting their finances and ways to reduce or eliminate those financial issues that keep them awake at night….. The majority of our clients are in their 50’s and 60’s but in more recent years we've been helping many younger professionals plan to hit their FINANCIAL FREEDOM much earlier than that. All of our clients share the same common goal of wanting a clear vision of their financial futures and an understanding of how to deal with the various financial challenges that lie ahead. Our tailored Lifestyle Financial Planning process and state of the art software works beautifully in this regard by doing the maths to bring your financial FUTURE into the PRESENT so we can do something about it TODAY! Our clients are generally quite focused on being very good at what they do and successful in their own business’s and therefore understand that proper financial planning is not a DIY job, They see in us, a firm which has travelled this road many, many times helping others similar to themselves, and seek that experience and guidance of helping others but to implement a bespoke, personal Financial Plan just for them. SO, IF YOU WOULD LIKE TO KNOW IF YOU ARE GOING TO BE "OK" FINANCIALLY, WE CAN HELP YOU. or IF YOU WOULD LIKE TO KNOW WHAT YOU NEED TO DO TO BE "OK" FINANCIALLY, WE CAN HELP YOU. Get in touch today to see how we can help you, call 096-75951, email info@lifestylefinancialplanners.ie or log on to www.lifestylefinancialplanners.ie for more info.

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