About us

Build on your success with our team

With various aspects of your finances intertwined, it can be challenging to know if a decision in one area might impact another, leaving you unsure of the next step.

Let us work with you to create a clear picture of your entire financial landscape, leveraging our expert guidance to help you align your efforts effectively.

At LiveGreat LLC we maximize your personal and business financial potential

Our mission is to partner with you to maximize your personal and business financial potential. You should not feel out of control about your financial strategy.

Your strategy should

  • Fit your unique needs and priorities 

  • Both provide security against life’s risk and lay a foundation for financial freedom

  • Ensure efficient use of money with a clear plan for realistic & predictable growth

  • Minimize exposure to expenses like tax

At LiveGreat LLC, we utilize a team-based advanced planning model to ensure that your unique needs and priorities are met. Using a holistic and proactive planning process we identify your priorities and then engage the relevant professional(s).

We want to simplify the financial confusion and help you align your money with your values and goals using common sense solutions.

We have a wider focus than the traditional professional. At LiveGreat our specialty is creating personalized insurance solutions tailored to you. But we de-emphasize singular focused strategies or products. We put more emphasis on forward looking value-based holistic services though our family office created specifically to serve your family.

Our family office is made of the best of breed of experts in five (5) strategic areas, Tax Planning, Risk Mitigation, Wealth Management, Business Advisory and Legal Services. We are all here to serve you!

We strive to become your most relevant proactive and holistic advisor.