LifeYield helps us show our clients why we pay such close attention to taxes when structuring their portfolio. Clients are amazed how big of a difference it can make over the long run. Before LifeYield, it was much harder to estimate the potential tax savings and show those savings in an easy to understand way.
Steven Elwell, Chief Investment Officer and co-owner of Level Financial Advisors
Its inconceivable that taxes, the single largest drag to investing have been the elephant in the room for any discussion of investing for so long. LifeYield’s Taxificient Score® will prove to be a disruptor to the industry status quo bringing tax impact to the forefront where it rightfully belongs.
Len Reinhart, Wealthcare Capital Management
The Taxificient Score® gives me the ability to view my clients' portfolios in ways that other tools simply cannot by providing a holistic view of client assets and further equipping me to help them create better financial outcomes.
Robert L. Franner III, AAMS®, An LPL Financial Advisor