John Daley

About John Daley

I focus on freeing clients from the everyday worries of wealth management so they can focus on what makes them feel fulfilled. Through our partners and subsidiaries, our Virtual Family Office provides you with the resources to help manage your wealth so you can focus on the more important things in life. We incorporate; tax, legal, investment, risk management and family governance solutions into a comprehensive plan that we oversee so you don\'t have to. You can learn more by visiting our website at

Experience

1. Partner

   Lifestyle Freedom Advisory Group, Llc

   Mar 2016 — Present · Sarasota, FL, US

   Lifestyle Freedom is our RIA (Registered Investment Advisory) company that we use to implement plans designed for our clients and the clients of our professional strategic alliances when needed. We offer extensive planning services including retirement, tax mitigation and cash flow modeling. We provide tactical allocation models in house to mange your investments with less risk than you would associate with a passive or buy and hold model.Investment and risk diversification is acheived through alternative investments and third-party money managers.We operate under the fiduciary model, promising to only take into consideration what is in the clients best interest and offer our services on a fee basis.

Education

• Heritage Institute

  Legacy Planning, Wealth Transfer

  2005 — 2008

• University of New Hampshire

  BS

• The American College of Financial Services

  CLU, Chartered Life Underwriter

  1990 — 1993