LifeFirst Financial is a Lexington-based financial advisory firm that prioritizes the holistic approach to managing finances, emphasizing the importance of personal fulfillment and well-being. With a team of knowledgeable professionals, they aim to provide clients with a sense of comfort and confidence in their financial affairs, allowing them to focus on the people, places, and experiences that bring them joy.
Committed to giving back, LifeFirst Financial donates a portion of their profits to charity, with clients actively participating in the selection process. As a registered investment adviser, they offer a range of services including accumulation, risk management, taxation, business planning, retirement planning, and estate planning, ensuring comprehensive financial support tailored to individual needs.
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