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Life Insurance & Wealth Management Financial Services

Welcome home. We hope you enjoy our site & take advantage of our many resources. Our educational videos, customized library articles, financial calculators & friendly, professional licensed staff are available to help make your financial planning experience less stressful. LifeAdvisory.com & Preferred Advisory Group, inc. is a network of professional financial planners with over 30 years of experience. Our loyal clients enjoy a warm, friendly local experience with the strength & depth of a professional national footprint. 

Whether you're seeking a simple term life insurance quote or a more indepth, customized wealth management review, our team of professional, licensed planners are available to personally assist you. Our financial services include, but not limited to:   

Life Insurance. Senior Guaranteed Life Insurance. Retirement Planning. Wealth Management. Annuity Reviews. Investment Portfolio Protection. Family and/or Business Succession Planning. Professional Business Valuation Programs. Buy Sell Arrangements & Funding. Cross Purchase Plans. Executive Bonus Planning and more as described under the "Our Services" Menu. 

We encourage you to reach out to us with any applicable financial questions that you might have. We can be reached via the contact link provided, available quote request form(s) or, if you prefer, telephone. We will confidentially review & evaluate your situation then work in your favor to provide a customized solution to fit your needs. Our clientele consists of local families, newlyweds, new parents, sandwich generation members, retirees, successful business owners, senior corporate fortune 500 executives, professional actors & athletes. Whatever financial background, when it comes to your financial planning, Victory LOVES Preparation. 

Contact us

  • Email: CustomerService@LifeAdvisory.com
  • Phone: (800) 277-3382