Life Managed. Actively considering your future means taking measures to plan financially. Not only does this ensure you have plenty of finances for the road ahead, but you’ll also have financial peace and reduced stress. The best way to guarantee your future has financial security is by visiting Life Managed Financial Advisors in Phoenix, Arizona!

Meet the Owner. Life Managed’s owner, Thanasi Panagiotakopoulos, has deep roots in the Phoenix area. In fact, his dad started the famous Christos Italian Restaurant 30 years ago, so Thanasi grew up involved in area businesses.

Even when he was younger, Thanasi was drawn to the areas of money and investing. It’s always been something he was good at, which led him to use his talents to serve others. Thus, Life Managed, a boutique financial planning agency, began! Unlike other companies, Life Managed is both independent AND local, so your future gets the one-on-one attention it deserves.

Manage Your Life! Life Managed has your best interests in mind, no matter what stage of life you’re currently in. That’s why they are dedicated to helping you manage your life and your finances, instead of letting your finances manage you. They offer help for multiple individuals, including:

• Young Professionals – Those who are just accumulating their wealth and want to take active steps to grow their finances.
• Growing Families – Individuals who want to ensure the financial security of their families.
• Financially Independent – Those who already have wealth but want to better manage their finances.

A Team. At Life Managed, they’re on the same team as you. This means that the financial goals you have are theirs, as well. Life Managed gives you financial independence planning, a spending plan, value and behavior analysis, life event consulting, asset allocation and tax planning, as well as risk management. You can rest assured that Life Managed will NEVER earn commission from anyone, attempt to sell you anything, or charge for research. Life Managed’s main priority is simple—it’s you!

Plans. As a fee-only financial advisor, Life Managed has no conflict of interests. This means they won’t act on their best interests, but on yours. Life Managed offers two convenient plans, which include the following:

• Core Plan ($150/month) – With the core plan, you’ll get an individualized financial plan, on-demand consultations, a yearly review, insurance reviews and recommendations, personal and student debt management, and more.
• Prime Plan ($300/month) – The Prime Plan has all the benefits of the core plan, plus includes company benefits maximization, ISOs, RSUs, and Deferred Comp Plans, tax strategies, real estate and rental income portfolio analysis, and so much more!

The Life Managed Difference. At Life Managed, Thanasi’s goal is to make your life simpler. With Life Managed, you don’t have to be a money management whiz—that’s their job. Benefits of using Life Managed encompass saving you time, reducing complexity, and giving you objective advice—to name just a few! With Life Managed, you can finally take control of your wealth and secure your financial future.

Let Life Managed create a financial plan that works for YOU! Contact them today.

Call them at (602) 931-5043.

Visit the Life Managed website.

Follow Life Managed on Facebook.

Life Managed Financial Advisors Reviews

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