We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory Services offered through Sowell Management, a registered investment advisor. Insurance and annuity products are sold separately through LifeSmart Financial Advisors, LLC.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
LifeSmart Financial Advisors, LLC is a trade name and logo that is used for marketing purposes, and may appear on marketing materials or client statements. Clients should understand that LifeSmart Financial Advisors, LLC is a separate legal entity. Sowell Management and LifeSmart Financial Advisors, LLC are independently owned and operated.
LifeSmart Financial Advisors, LLC (“LifeSmart”) provides advisory services through Sowell Management, a Registered Investment Adviser (“RIA”) registered with the United States Securities and Exchange Commission (“SEC”). Sowell Management may only transact business in those states in which it is registered, notice-filed or otherwise qualifies for an exemption or exclusion from registration requirements. To determine if we provide services in your state, visit www.advisorinfo.sec.gov.
This website is intended for informational purposes only. Despite our efforts to be accurate, these pages may contain errors and information that is no longer current. The information published on this website is subject to change on a regular basis without notice. This website should not be regarded as a complete analysis of the subjects discussed. Information on this site should not be relied upon as a substitute for legal, tax or accounting advice by a professional in your local jurisdiction. No client or prospective client should assume that any discussion or information presented on this website serves as the receipt of, or a substitute for, personalized advice from an investment professional.
Unless specified otherwise, a viewer should consider the information on this website as general in nature.
Viewing or utilizing information on this website, or contacting or responding to our offices or advisers does not create an advisory relationship of any kind.
Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by LifeSmart) made reference to directly or indirectly by LifeSmart in its website, or indirectly via a link to an unaffiliated third party website will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the payment of which would have the effect of decreasing historical performance results.
The privacy of individuals who visit the LifeSmart website is important to us. Personal information submitted electronically to LifeSmart is treated in the same manner as information submitted via mail or during an office visit. We do not compile personal information or other information for sale to third parties.
LifeSmart does collect and retain statistical and technical data about visits to our site, such as the date and time of the visit, the length of the visit, and the pages visited. We use this information to improve the content of our web services and to help us understand how visitors use our services. This information may be shared with an outside consultant to improve the quality of our site and prevent pay-per-click fraud.
There are security issues involved when submitting personal or confidential information over an Internet connection. The decision to do so is at your discretion.
We attempt at all times to provide our users with a safe Internet browsing experience. However, there may be times when such security measures are beyond our control. You are directly responsible for correct use, maintenance and security of your computer, network system, software applications and/or electronic files. LifeSmart is not liable for any damages to or loss of your computer, network system, software applications or electronic files due to inadequate security features, user error and/or failure to comply with recommended operating procedures and maintenance; nor is LifeSmart liable for any damages or loss due to Internet connection and/or service failures, problems, or damages caused by applications owned and maintained by a separate corporation or entity.
LifeSmart uses links to other web sites in an effort to assist users in locating information on topics that might be of interest to them. We cannot attest to the accuracy of information provided by linked sites. Linking to a web site does not constitute an endorsement by LifeSmart of any of its employees of the sponsors of the site or the products presented on the site. Technical problems with outside links, other than a link that has been moved or changed, should be reported to the entity that maintains the site.
Use of our website is denoted as your implicit consent of all provisions of this policy. For questions regarding this policy, please contact LifeSmart.
LIFESMART FINANCIAL ADVISORS, LLC PROVIDES ADVISORY SERVICES THROUGH SOWELL MANAGEMENT. SOWELL MANAGEMENT IS A REGISTERED INVESTMENT ADVISER WITH THE SECURITIES AND EXCHANGE COMMISSION. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.