Welcome to LifeStages Financial Solutions, LLC!
We are an independent financial services firm. Sandra Holt, CFP®, has been in the financial services industry since 1986.
LifeStages Financial Solutions partners with you to develop a course of action based on your values, comfort level, current situation, and timeline. We find solutions to your concerns. We recognize that your needs will change with time and that material changes occur in the lives of our clients.
We may have choices that you are not familiar with from your personal resources. We'll help you understand new information and explore your investment and risk management options. We'll recommend the products and strategies that we think will best help you pursue your goals. If you don't understand something, we want to explain it to you. We think you'll agree that our way is anything but impersonal.
We appreciate your interest in LifeStages Financial Solutions and sincerely look forward to serving you.
We hope this website provides some of the information you need. But we're all well aware of the shortcomings of computers and monitors, which is why we invite you to contact us for a meeting.