Offerings

We take a holistic approach to deliver value, by offering a total workforce benefits bundle coupled with tier-one consulting.

1. Digital Family Office Kit: A comprehensive suite of wealth, financial, and risk management tools accessible to a broader audience.
2. Personalized Financial Strategies: Tailored to each client's unique "Lifestage," offered complimentary.
3. Workforce Benefits: Premium, digital-first solutions for businesses, including 401(k) plans, total rewards packages, and industry-first comprehensive contractor benefits.
4. Specialized Financial Products: Including Principal Safe Fund, Secured Retirement Account, Tax-Free Income Account, and more.
5. Business Services: Human capital strategies, fractional HR, training programs, and other growth-oriented solutions.

Differentiations

Beyond our unique offerings, we are differentiated with our support of small businesses, communities, associations, and partners.

1. Tier-one management consulting, including fractional HR, CFO, COO services
2. Integrated employee’s benefits delivered by marketing leading provider
3. Comprehensive contractor benefits backed by large group captive insurance
4. Complimentary access to a wide range of personal and business financial strategies
5. Personalized approach based on individual "Lifestages”
6. Focus on inclusive wealth-building for individuals and businesses

Expertise

Lifestage Financial provides access to subject matter experts across various fields, including financial planning, wealth strategy, insurance, tax mitigation, estate planning, and legal support.

Community Involvement

The company invests in community initiatives, supporting non-profits, faith-based organizations, and the Asian-American leadership community through strategic investments and advisory services.

Partnership Approach

As Complex Program Managers, Lifestage Financial leverages a partner-centric ecosystem, including fractional executives, management consultants, CPA firms, and legal experts, to create innovative, goal-aligned solutions for businesses.

In summary, Lifestage Financial aims to transform the financial services landscape by making sophisticated wealth-building strategies accessible to a broader audience while providing comprehensive, personalized .