You worked hard to create financial freedom. We help you turn it into more time, meaningful experiences, generosity, and confidence – while also protecting tomorrow.
Sweet Life Financial Planning helps people approaching retirement organize the pieces, understand what their money makes possible, and make thoughtful decisions about the years ahead.
We believe Time is more valuable than Money.
Every single day precious time is slipping away. Money can be earned and spent, but time only moves in one direction. If you want to create more time making memories with the people you love and the freedom to spend your days more intentionally, you’re in the right place. Our driving force is to help you create the best life possible with the resources you have.
The best financial plan is not the one that leaves you with the most money. It is the one that helps you make the most of your life.
As retirement gets closer, the questions change. The challenge is no longer simply how to accumulate more. It is understanding how the pieces work together – and what they allow you to do.
- Can I retire earlier than expected?
- How much can I spend each year?
- Can we travel more, buy a second home, or help our family?
- Are we paying more in taxes than we should?
- What happens if my spouse passes away?
- Am I saving enough? I don’t want to miss out on experiences, but I am worried about the future.
These are not simply investment planning questions. They deserve a plan built around all aspects of your life.
The art is understanding who you are, family dynamics, your priorities, what motivates you and what you truly love. No software can decide what ‘enough’ means to you or whether another year of work is worth the time it costs. We believe having a human-to-human conversation is still the best way to understand your story.
The science determines what is possible. After gathering all the essential data, we model annual cash flow, evaluate taxes, design retirement income, manage investments, review estate and insurance needs, and test important decisions. The science of financial planning is mostly done in the background, but behind every recommendation is an incredible amount of technical work.
A technically strong plan isn’t enough if it is built around the wrong life. A meaningful vision isn’t enough if the numbers don’t support it. Great planning requires both.
What thoughtful planning can help you do
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Spend with confidence.
Know what you can comfortably enjoy without constantly second-guessing yourself. -
Keep more of what you have built.
Use proactive tax planning to identify opportunities across Roth conversions, withdrawals, charitable giving, and investments. -
Invest with purpose.
Build a strategy around your plan and time horizon - not the latest headline. -
Prepare for change.
Protect your family and plan thoughtfully for healthcare, estate concerns, and the unexpected.
We do our best work with people who have built meaningful wealth and are ready to use it well. Our best clients value family, experiences, generosity, and time more than status. They want a thoughtful long-term relationship, not stock tips or a quick transaction.
People approaching retirement who want to know when work becomes optional.
Getting started is simple.
We learn about your life, gather the information, build your plan, and explain our findings in plain English.
From the people we serve.
We’ve known Brian LaHue and Hannah Harbeson for a long time, so when we had the opportunity to work with them through Sweet Life Financial, we already knew the kind of people they are—and they have absolutely lived up to that trust.
What we appreciate most is that Brian and Hannah have always made us feel like people first and clients second. They genuinely care about the people they work with, and that comes through in every conversation. They take the time to listen, answer questions, explain things in a way that makes sense, and make sure we feel comfortable every step of the way.
Because we’ve known them for so long, we know their kindness and integrity aren’t just part of a business—they’re who they are. That makes having them help with something as important as our financial future mean even more to us.
We’re truly grateful to have Brian and Hannah in our corner. They’ve given us confidence and something we think is incredibly valuable—people we know we can trust. We couldn’t be happier to recommend Brian, Hannah, and Sweet Life Financial to anyone looking for genuine, caring people to help guide them toward their financial goals.”
– Richard & Patricia Monday
I would like to say if you need a financial advisor Sweet Life is the way to go. They are very knowledgeable and they keep you informed. They are very helpful with anything you need. They do what is best for you. And no matter what questions you have they will take time to answer them. I wouldn’t go anywhere else!”
– Randall & Karen Trett
Gina and I have been very pleased with our relationship with Brian, Hannah and the Sweet Life team. We moved our investments to Sweet Life shortly after they opened in 2022. The team is responsive to any questions you may have and can explain complex financial situations in easy-to-understand terms. We would wholeheartedly recommend them to anyone looking for a financial management company.”
– Paul & Gina Mathes
This testimonial was provided by current clients of Sweet Life Financial Planning regarding their experience with the firm’s investment advisory services. The clients had a pre-existing professional relationship with the firm. The clients did not receive compensation for providing this testimonial. Individual experiences may vary and may not be representative of the experiences of all clients. Testimonials are not indicative of future performance or results.
Small by design. Personal on purpose.
Sweet Life is locally owned and independent. Our team is intentionally small so clients work with people who know their names, understand their stories, and remember what matters.
Behind that relationship is the technology, research, and support of RFG Advisory – providing the resources of a larger organization without losing the human experience.
Your money should work just as hard to improve your life as you worked to earn it.
You have spent years building your financial life. The next step is understanding how to use it with greater purpose, confidence, and joy.
Start with a 15-minute conversation. We will listen, answer your questions, and tell you honestly whether we think we can help.