Level Four Advisory Services is an independent wealth management firm comprised of a team of specialists dedicated to steering you towards financial success. We believe someone who needs financial advice does not need to purchase a product or transfer any assets. Providing objective advice is paramount for us to function as your investment fiduciary.
Today’s market complexity and volatility demand specialized attention and a holistic approach to wealth management. Our team approach to financial advice helps ensure that you receive truly comprehensive advice and solutions for your unique objectives.
FLEXIBLE FEE STRUCTURE
It’s your future. It should be focused on you and your agenda. That’s why we don’t work on commission or focus on asset gathering, so you can be confident that your goals are our only priorities – not selling products. Our fee only engagements are mutually determined by you and your advisor and is fully customizable. Our flexible fee structure allows you to pay only for advice you find valuable and tailored to your needs.
“We are humanizing financial advice so it’s personal, accountable, transparent, proactive and client centered.”
Edmon “Jake” Tomes - CEO
The Four Levels
To optimize your financial strength, we adhere to the Four Levels of Client Service. We will work with you to ORGANIZE your financial world, CREATE scenarios for pursing your goals, PLAN for unpredictable events, and COMMUNICATE through proactive service.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
An overview of some fundamental steps when a loved one passes.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Term insurance is the simplest form of life insurance. Here's how it works.
Use this handy calendar to remember the year’s most important financial dates.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Do you have causes that you want to support with donations?
When markets shift, experienced investors stick to their strategy.
Doing your research is key before buying a vacation home.
Agent Jane Bond is on the case, cracking the code on bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.