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Arvada, CO 80007
720-307-8901
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About Life Story Financial
Life Story Financial is a Registered Investment Advisor firm founded in 2022 by financial advisor Michelle Francis and offers financial planning, retirement planning and investment management services. Clients can choose from flexible pricing options including a flat fee for comprehensive financial planning, an asset-based fee for investments and an hourly fee for financial advice. The firm's financial services are available in-person in Metro Denver and virtually across the United States.
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General Information
Firm Start Year
2022
No. of Employees
1
Services
Compliance
Qualifications & Membership
Firm Information
Compensation and Fees
Education
Bachelor of Science - Business Administration and Human Resources
Regis University
1997 -2004
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1891963/retirementplanning-Life-Story-Financial-detailed-disclosure.html
Disclaimer
Life Story Financial LLC is a registered investment advisor offering advisory services in the State of Colorado and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.