In Constant Pursuit of The Good life

A Unique and Innovative Financial Services Platform for Financial Advisors and Insurance Agents

Independent Financial Advisor Network

Good Life Companies is an industry-leading independent financial advisor network offering a full suite of services and tools to transition and support independent advisors and insurance agents. Learn how we can help you establish and grow your business. Contact us today to get started.

Independence Made Simple

Establishing an independent firm may seem intimidating, but it doesn’t have to be. When you join our financial advisor network, you gain access to experienced consultants, industry-leading technology, and everything you need to build your business—minus the stress. As your dedicated partner, we’ll make it easy for you to launch, manage, and grow your business.

Transition Services

Your Business, Your Vision

Build the practice you want—with your name and your brand. We offer a complete solution to help you achieve your vision, with a wide range of services for advisors and value-adds for your clients.

Advisor Tool Suite

Simplify and build your business with everything from CRM and lead generation services to marketing, outsourced financial planning, practice management, and more.

Client Tool Suite

Attract new clients and provide additional value to existing clients with access to the latest financial tools, products, and resources.

Our Services

Here are just a few of the many services and tools we can provide to advisors within our network:

Transition Services

Our team will guide you through the transition process from start to finish. Our goal is to help build your revenue as quickly as possible while streamlining tasks for you and your staff.

Real Estate

Establish your office and become an independent business owner. We can assist with everything form consulting on lease negotiations and technology outfitting to full outsourcing of your office operation.

Marketing Services

From branding and website development to social media, digital marketing and more, we can help you put your best face forward and reach more prospects.

Coaching Solutions

We offer personalized financial advisor coaching and training services designed to create multi-million-dollar practices.

Virtual Practice Management

Let us handle your day-to-day operation with outsourced service covering administrative support, CRM, meeting preparation, scheduling, and more.

Financial Planning

Don’t have a background or expertise in financial planning? No problem. Take advantage of our outsourced financial planning services to grow your business.

Lead Generation

We can help you grow your book of business with access to qualified leads including high net worth, retirement plan, insurance, and recruiting leads.

Investment Research Management

With WAM, advisors have a powerful resource to aid in the management of client assests through diversified asset allocation models.

Insurance Services

Our primary commitment and responsibility is to provide advisors and agents an ultra-competitive platform to meet their clients needs.

CHECK OUT A FEW OF OUR MANY

Real Estate Projects

Real Estate

Tampa Bay, FL

Real Estate

Tigard, OR

Real Estate

Columbia, SC

Real Estate

Greenville, SC

Real Estate

Tualatin, OR

Affiliated Financial Advisors

150 +

Offices In

42 States

Affiliated Insurance Agents

350 +

About us

At Good Life, we pride ourselves in the philosophy with which so many of us grew up. Hard, diligent work produces results.

Good Life Companies was founded by a group of financial advisors who came together to create a network and culture for other advisors who are in the pursuit of their own vision of the Good Life. By providing an exemplary level of service and support, our mission is to aid in the streamlining of business operations and day-to-day activities for our affiliated Advisors. We work to modernize the way financial advisors function and simplify our partners’ daily activities.

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WE HAVE BEEN