Rich Lockney's Contact Details

Rich Lockney's Company Details

LifeYield

Boston, MA, US • 20 - 49 Employees
Financial Services

LifeYield LLC (www.lifeyield.com), creators of the Taxficient Score®, is the industry leader in facilitating tax-smart, risk-smart household portfolio management solutions to help financial advisors quantify and improve investor outcomes. LifeYield's Advantage Suite enables advisors to provide a comprehensive, tax-aware overview of an entire portfolio with easy-to-use tools that suggest an optimal implementation plan to help investors make and keep more money while increasing the likelihood of achieving retirement goals. LifeYield connects: financial planning, account aggregation and investment proposal tools, brokerage holdings, advisory programs and insurance products to optimize after-tax returns, maximize retirement income and support household-level goals-based wealth management strategies. Based in Boston and founded by finance and technology industry leaders, LifeYield offers digitally-enhanced advice software to support today's advisors and clients in an increasingly complex world. For more information, please visit www.lifeyield.com.