Client Commitment

While few companies across the country offer the range of services we provide, there are some companies who offer similar services. What truly sets us apart from the rest is our Client Commitment. With Life Management Advisors, every client is guaranteed individualized service by a highly trained consultant who is responsible for no more than 20 clients.

The consultant will make once a week visits in the home and with the permission of the client or guardian, will report to the family of the client at least once a month on the condition of the individual, his or her living environment and financials.


What do our clients have to say about Life Management Advisors?

“Our advisor takes a special interest in each of her clients. She knows each client personally, likes, dislikes, moods, etc... She went out of her way, it seemed, to help out with not only my mother’s bills but moving her stuff and talking with medical personnel and legal personnel as this became a guardianship. I would recommend her without any reservations.”
— Jeremy Moore
“I cannot begin to tell you how helpful Life Management has been to my mother and me. My mother has never been very good at practical things. Life Management found my mother’s accounts... and took care of everything...they also arranged for daily care...kept me constantly updated about everything. Life Management is always accessible, always kind, and always clear. And they do all of this with respect, honesty and humor.”
— Life Management Advisors is a life-saver! Cynthia Young
"I know my uncle considers your weekly visits indespensable. Having your on the ground presence permits him the quality of life he deserves and our long distance peace of mind."
— Mr. John Laurino, Managing Director, Westport Consulting Group, Inc
"Life Management Advisors has provided my father and my family an extraordinary service... Because of your compassionate approach, you were able to gain my father's trust and confidence and take control of a situation that initally was somewhat chaotic and now is under excellent control."
— Dr. Denis Cortese, M.D., President and CEO of Mayo Clinic
"The key to this service is not only her financial and organizational skills, but also her weekly visits with clients. My 80-something stepmother saw her as a friend and peer. She made a difficult time much easier and was highly professional."
— Mrs. Jordan Houston
"I can not tell you how many times Tony and I have said that you and your team made living and dying with dignity a reality for Dad. You have a gift for establishing a realationship of trust and respect that is out of this world."
— Mrs. Judy Rogers

HEADQUARTERS: 830-13 A1A North #262, Ponte Vedra Beach, FL 32082, Phone: 904-803-3235, Fax: 904-473-5905