LifeStages Financial Solutions, LLC, was founded in 2007. Sandra Holt has been in the financial services industry since 1986 and a CERTIFIED FINANCIAL PLANNER™ practitioner since 1988. She wanted to offer financial planning, investment, and insurance services in a more independent environment.
Sandra knows that her clients have many different financial goals. Today, the financial services industry is complex. It is important to have objective and well-researched information available for clients.
So, Sandra decided to create the type of firm she thought was needed in this day and age of rushed and sometimes impersonal service.
Sandra has hired support staff who share her outlook: to help investors feel comfortable seeking help with their financial goals and to assist them in a knowledgeable, courteous, and professional manner.
LifeStages Financial Solutions, LLC, chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.