About Us
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.
COMPREHENSIVE ADVICE
COMPREHENSIVE ADVICEToday’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.
• Financial Planning
• Asset Management
• Risk Management
• Business Services
• Corporate Retirement Plans
• Sports & Entertainment
FLEXIBLE FEE STRUCTURE
FLEXIBLE FEE STRUCTUREIt’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
The Four LevelsTo 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.
Our Services
Helpful Content
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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When do you need a will? The answer is easy: Right Now.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.