Empowering Your Financial Future

Welcome to our Financial Professional Services

At LivingChic Financial, we’re dedicated to pioneering a new era of financial excellence, where innovation and integrity converge to shape a brighter financial landscape for all.

vision for the future

At LivingChic Financial,

we specialize in delivering unparalleled financial guidance. Our seasoned team of experts are dedicated to crafting tailored strategies and 

solutions that navigate the intricate landscape of finance, offering you a realm of possibilities to achieve your goals.

With a steadfast commitment to transparency, innovation, and personalized service, we invite you to embark on a journey towards financial success that goes beyond the ordinary. Explore the extraordinary with LivingChic Financial.

vision

Our vision for the future is one where financial empowerment knows no boundaries. We believe in a world where individuals and businesses can harness the power of strategic financial decisions without the constraints of traditional norms.

Mission

Our mission is to revolutionize the way financial professional services are delivered. We are committed to providing unparalleled expertise and guidance that empowers our clients to make informed decisions, seize opportunities, and achieve their financial goals.

Financial Services

Our team of seasoned experts offers a wide spectrum of financial services designed to meet your specific needs. From investment strategies that leverage unique opportunities to retirement planning that secures your future, we're here to guide you every step of the way.

Financial Needs Analysis

Every financial journey is unique. Our personalized Financial Needs Analysis goes beyond the surface, delving deep into your aspirations, circumstances, and goals. By understanding your individual narrative, we craft strategies that align with your vision, and fortify your path to success.

Our solutions

Financial Services and the Financial Needs Analysis

We understand that financial success is as diverse as the individuals and businesses we serve. Our array of solutions goes beyond the conventional, providing you with the tools you need to thrive in a rapidly evolving financial landscape.

CEO strategy

To reach your goals

we pride ourselves on our commitment to excellence, innovation, and integrity.

With our tailored solutions and holistic approach, we’re dedicated to being your partners in achieving financial greatness. Welcome to a new standard of financial empowerment.

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My passion is providing financial education leveraging asset accumulation.
Lydia M.
Founder CEO

vision for the future

A complete picture of your financial life

Our philosophy centers around democratizing access to expert financial guidance, enabling you to seize opportunities, navigate complexities, and achieve your aspirations with confidence.

LivingChic Financial

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Experience

Let's Connect

At LivingChic Financial, we strive to break down barriers and offer personalized solutions that adapt to your unique needs.

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Service Disclaimer For LivingChic Financial

Global Financial Impact, 5687 Silver Creek Valley Rd., Suite 65, San Jose, CA 95138-2426.

Asset Accumulation
College Funding
Debt Management Strategies that allow for early debt pay off.
Deferred Compensation
Disability Insurance Policy
Estate Preservation
Executive Bonus
Fixed Annuities, Fixed Insurance
Indexed Annuities/Products
IUL (Indexed Universal Life)
Key Person Insurance
Life Insurance Premium Financing
Long Term Care Insurance Policy
Premium
Split Dollar
Whole Life Insurance