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Lifestages Financial Services

With you every step of the way.

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Client Approach

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Services

We create strategies that are tailored to your needs and goals.

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Biography

Years of experience have prepared us to guide you through your life transitions.

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Welcome to Lifestages Financial Services

Lifestages Financial Services is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed with the goal to grow, and conserve our clients’ wealth by delivering an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (937) 262-7876. We look forward to hearing from you.

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Mission Statement

I believe in building client relationships for the long term, as you move through all the stages, helping you reach your financial dreams.

I help clients:

  • Simplify their financial lives and pursue dreams
  • Generate necessary income to sustain the lifestyle they deserve now and in retirement
  • Build a legacy for the ones they love and the things they care about
  • I manage money for clients as they move through the different stages of life.

With you every step of the way…

We believe in building client relationships for the long term, guiding you through the stages of wealth with a plan, helping you meet your financial realities and bringing you closer to working toward your financial dreams.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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