What We Do
We offer comprehensive financial planning services for families and individuals in Redding and outlying areas who desire professional guidance to help reach financial goals. Unlike many financial planning services, our program is designed to benefit middle income clients with no investment capital as well as those who do have investable assets.
How Our Service Works
First, we will meet with you to gain a clear picture of your present circumstances. We will ask that you complete an information form as well as provide relevant documents such as your tax return, pay stubs, and insurance policies. Absolutely all information we receive will be held in strict confidence.
Second, the information you provide will be carefully reviewed and analyzed. A written brief which contains specific financial recommendations is then prepared.
Third, we will meet with you again to carefully explain our recommendations and to answer any questions you may have.
5-Steps To Financial Success
We follow a 5-Step process to help clients achieve financial success.
We Can Help You...
- Reduce your debt
- Increase disposable income
- Protect your assets
- Plan ahead for major purchases
- Save for retirement
Access Additional Information On Our Planning Process.
What Our Clients are Saying...
“Our LifeHelp Financial Plan found savings within our old budget, and we put that money back to work by purchasing the life insurance coverage our family needed.”Moises and Kelly Lozano Red Bluff, Ca
“Before LifeHelp we used to feel like we were drowning in debt, and we weren't preparing for retirement like we needed to. Now we have goals we are working towards, and feel like there is light at the end of the tunnel. Contacting LifeHelp was one of the best decisions we have made.”Brad and Jamie Boudro Cottonwood, Ca