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PRESS RELEASE | Stephen Rafter

FOR IMMEDIATE RELEASE
December 12th, 2017

9+ Year Veteran Joins Good Life Advisors


(Baltimore, MD) – Stephen Rafter has affiliated with Good Life Advisors, a Registered Investment Advisor in the state of Pennsylvania.Stephen brings with him more than 9 years of experience, and currently holds his Series 6, 7, 63 with LPL Financial and 66 registration with LPL andGood Life Advisors.

Stephen chose to affiliate with Good Life Advisors and LPL Financial because of the opportunity to get access to state of the art tools that LPL and Good Life have to offer. “After careful consideration, I decided to partner with Good Life based on the character of their associates. With Good Life, I found a team that is truly dedicated to the client and the adviser. I look forward to many years of a successful partnership.”

Director of Business Development at Good Life Advisors, Otis Jacobs commented, “Stephen represents the first advisor to join The Good Life in the great state of Maryland. Managing over $150m in assets at his previous firm, he also brings the level of experience and ability that we look for in advisors”.

Stephen graduated from the University of Massachusetts Amherst with a degree in Economics. In his free time, he enjoys spending time with family and playing golf.  He currently lives in Baltimore with his wife Chao. To reach Stephen, please call (240) 457 – 2824 or SRafter@ValleyManorInvestmentManagement.com.

For additional information please contact:

Otis Jacobs | Director of Business Development
(949) 943-0892
Otis.Jacobs@GoodLifeFA.com

PRESS RELEASE | Kevin Cavanna

FOR IMMEDIATE RELEASE
December 7th, 2017

12+ Year Veteran Joins Good Life Advisors

(Wyomissing, PA) – Kevin Cavanna has affiliated with Good Life Advisors, a Registered Investment Advisor in the state of Pennsylvania. Kevin brings with him more than 12 years of experience, and currently holds his Series 7 and 66 registrations with LPL Financial.

Kevin chose to affiliate with Good Life Advisors and LPL Financial for a myriad of reasons – one being the ability to grow as a trusted advisor in his community. “I joined Good Life Financial Advisors and LPL because I felt that the big Wall Street firm that I worked at for nearly a decade and a half started putting their needs before those of my clients. There was pressure to sell them products that they didn’t need and also pressure to eliminate what they considered to be “small clients.” It became a sales culture instead of a service culture, and after scandal after scandal, I decided that my clients and myself would not tolerate being bullied by big banks ever again. I have never felt more confident than I do today in the firm that I work for now and also the dedicated people that I work alongside of. I have never looked back. My only regret is that I didn’t move many years ago.”

CEO of Good Life Advisors, Conor Delaney, commented, “Kevin’s experience serving his country, earning his MBA from Alvernia as well as various licenses and designations in our industry, coupled with almost 2 decades of service to his clients pairs nicely with the type of advisor Good Life is looking to attract in Berks County. Now, as an advisor who represents his clients and this firm bringing a culture of service over sales grids and goals, Kevin can thrive as another community leader for Good Life’s growing footprint in and throughout Berks County.”

Kevin Cavanna holds an MBA from Alvernia University in addition to a B.S. degree and A.S. degree from The Pennsylvania State University. He is a Navy veteran who trained at The Naval Special Warfare Center in Coronado, CA and The Navy and Marine Corps Intelligence Training Center in Dam Neck, VA. He is also a graduate of the U.S. Air Force Law Enforcement Academy in San Antonio, TX. To reach Kevin, please call (610) 880-8086 or Kevin.Cavanna@GoodLifeFA.com.

For additional information please contact:

Otis Jacobs
(949) 943-0892
Otis.Jacobs@GoodLifeFA.com

IN THE NEWS | Conor & Courtnie Nominated for Top Plan Advisors Under 40

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The National Association of Plan Advisors (NAPA) has nominated both our CEO, Conor Delaney and our President, Courtnie Nein of Good Life Advisors for NAPA Young Guns – 2018 Top Plan Advisors Under 40. The “Young Guns” nominated for this award are acknowledged for their position as leaders in the field of retirement planning.

We invite you to vote for the 2018 Top Advisor Under 40 before voting ends on December 15th, 2017. Click here to support Conor & Courtnie!

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About NAPA

The National Association of Plan Advisors was created by and for retirement plan advisors and is part of the American Retirement Association. The American Retirement Association is a non-profit professional organization with two major goals: to educate all retirement plan and benefits professionals, and to create a framework of policy that gives every working American the ability to have a comfortable retirement. More information about NAPA is available at napa-net.org.

PRESS RELEASE | The Good Life Companies Ranked Seventh On Fastest Growing Companies List

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For Immediate Release
Contact: Jessica Prutzman
610-858-3867 – jes@jprutzman.com

The Good Life Companies Ranked Seventh On 2017 Lehigh Valley Business Journal’s 45 Fastest Growing Companies List

Wyomissing, PA – October 30, 2017: The Good Life Companies ranked seventh on the Lehigh Valley Business Journal’s Fastest Growing Companies list for 2017. The sixth annual awards ceremony was held at a special morning event, October 25, 2017 at the University Center at DeSales University, Center Valley.

“I am very honored to accept the prominent award on behalf of The Good Life Companies. As a team, we continue to be on the cutting edge in the financial services industry by innovating new services and providing new products for Good Life advisors,” said Conor Delaney CEO of The Good Life Companies. “We congratulate all recipients and commend each company for helping strengthen the Greater Lehigh Valley business economy.”

Nominated companies were ranked according to revenue growth over a three-year period, with both dollar and percentage increases taken into consideration. The 45 fastest growing companies were announced last month, with the final rankings, 1 through 45, revealed October 25. To be eligible, companies had to be for profit-entities based in the Greater Lehigh Valley. They must have had annual revenue of at least $500,000 each of the past three years and an increase in revenue in 2016 when compared to 2014.

Delaney along with his partner Courtnie Nein founded The Good Life Companies in 2012 after seeing a gap in the marketplace for successful advisors wanting a turn-key solution to support their independent financial advisory practice. Delaney and Nein began developing procedures, products and support which became the foundation for the offering at Good Life today.

The Good Life Companies Companies are: Good Life Financial Advisors the umbrella company for independent advisors based in Wyomissing, Pennsylvania, Good Life Advisors the advisor owned RIA, Good Life Advisor Systems a turnkey solution to support individual advisor’s practices, and Good Life Insurance Associates.

The Good Life Companies’ mission is to give their national network of advisors and their clients access to independent financial advice. They specialize in Registered Investment Advisory services and full service support for independent advisors across the country. Their mission is to build a long-term relationship as their trusted and knowledgeable partner. The Good Life Companies aims to accomplish this through a commitment to integrity and a high level of client service.