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Disclaimer.

Life Strategy Partners (“L|S|P”) is a registered investment adviser offering advisory services in the State of Arizona and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information shared on this website shall not be directly or indirectly interpreted as soliciting investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

 

Website Content:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Life Strategy Partners Inc. unless otherwise specifically cited. The material presented is believed to be from reliable sources, and no representations are made by our firm regarding other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. This website may provide links to others for our users' convenience. Our firm has no control over the accuracy or the content of these other websites.

Registration Information:

Advisory services are offered through Life Strategy Partners Inc., an investment advisor firm domiciled in the State of Arizona. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state of our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

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6340 N. Campbell Ave. Suite 270
Tucson, AZ. 85718

Main: (520) 222-9604
Fax: (520) 246-5617

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Registered Social Security Analyst for Retirees
Certified Financial Planner for Retirees
Accredited Estate Planner for Retirees
Retirement Income Certified Professional for Retirees

Life Strategy Partners is a fee-only fiduciary registered investment advisor in Tucson, Arizona, founded by Chad Lawyer, CFP®, RICP®, AEP®, RSSA®, and Ananda Das CFP®. The firm provides comprehensive financial planning, investment management, tax strategy, Social Security optimization, estate coordination, and risk protection through its Life Plan 360 planning system. Life Plan 360 is tailored to three client life stages: Accumulators (ages 35 to 50), Pre-Retirees (ages 50 to 65), and Retirees (ages 65 and up). Client assets are custodied at Charles Schwab and Altruist. Both Wealth Managers teach The Retirement Readiness Academy at OLLI-UA, the Osher Lifelong Learning Institute at the University of Arizona.  Chad Lawyer holds a master's degree in financial planning and a graduate certificate in Advanced Financial Planning. The firm operates on a semi-annual review cadence with proactive Spring and Fall reviews customized by life stage. Life Strategy Partners serves clients in the Tucson metro area, Green Valley, Oro Valley, Marana, across Arizona, and nationwide through virtual meetings.

Legal disclaimer:

Life Strategy Partners is a registered investment adviser headquartered in Arizona. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where L|S|P and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by L|S|P unless a client service agreement is in place.

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