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Making Your Future a Success

Plan for tomorrow today!

About Us

Planning Futures

We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:

  • Financial planning
  • Safe money advice
  • Retirement planning
  • Financial education
  • Estate planning
  • Living Benefit Life Insurance

As an independent financial services firm, we can access many different products so you can get the right products and services for you.

Comprehensive Approach

We use proven finance strategies designed to meet your needs and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.

Our Team

Bill Sherman, CC, CL

 Bill is passionate about working with his clients and an expert at creating valuable strategic partnerships with financial, legal, tax, insurance and healthcare professionals that add mutual value. With an extensive background in franchising and business ownership for the past 15 years, Bill enjoys teaching others to be successful with business and money both one-on-one and in a group setting. An energetic dad of three and wonderful husband (according to his wife), he enjoys making others smile. As partner at Life Savings Financial, he is a sought after speaker for educational workshops, sales conferences, Toastmasters events and leads groups.

Laurie Sherman

Laurie  is changing the money conversation for good! Armed with a feisty attitude and a no-nonsense approach to finances this cool, quirky and colorful brunette brings a fresh approach to the oh-so-taboo subject of money. She is on a mission to empower Americans to gain financial literacy, confront their fears and move forward in life with a plan that works. As the  owner of Life Savings Financial, Laurie is passionate about empowering women and entrepreneurs to find fulfillment and financial freedom on their terms. An in demand public speaker, hang on to your hat, not hers, as Laurie shares how you can tune in and tune up your money soundtrack to propel you toward the wealth and lifestyle you deserve. 

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Life Savings Financial

8901 E Mountain View Rd, Suite 110 Scottsdale, AZ 85258

(480) 586-4234

Hours

Monday - Friday: 8am - 7pm

Saturday: By appointment

Sunday: Closed


  

Life Savings Financial is the "Google" of the financial services industry, specializing in educating and empowering clients toward reaching their goals of financial independence.