The LIFE Financial Group, Inc Email Format
Financial ServicesPennsylvania, United States2-10 Employees
The LIFE Financial Group, Inc. is a small wealth-management firm based in Douglassville, Pennsylvania, that has operated since 1978. It provides professional financial guidance grounded in Biblical principles, aiming to help families steward their resources and align planning with their convictions. The firm offers a comprehensive suite of wealth-management services, including investment planning, estate planning, tax planning, insurance planning, and charitable planning. Securities and advisory services are offered through Geneos Wealth Management, Inc., a member of FINRA and SIPC. Its client base consists of individuals and families seeking to apply faith-based principles to their finances, with an emphasis on education and planning that spans generations. In April 2024, The LIFE Financial Group launched an AI-enabled website, reflecting a recent digitization effort.