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.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
How can Life Insurance play a role in your college savings strategy?
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
There are four very good reasons to start investing. Do you know what they are?
Learn about all the parts of Medicare with this informative and enjoyable article.
It's important to insure the life of a stay-at-home parent to protect the value they bring to the family.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn about cyber liability insurance in this entertaining video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the cycle of investing may help you avoid easy pitfalls.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A couple become Retirement Plan Detectives, searching records from old employers.