We believe that you can build an amazing life of significance that includes taking care of the people you care about, contributing to the causes that are important to you and even making a positive difference in the world.

We also believe that you can achieve this amazing life of significance faster and with less effort than you ever thought possible.

Sign up now for the tools that will help optimize your financial world.

1.  Your stress test

Our stress testing process systematically evaluates whether the financial and related services and products you are using will deliver the results you expect while ensuring that you are not missing any meaningful opportunities. We can help you make sure that you are making smart decisions and confirm that you are working with truly capable professionals. 


For many successful people, a virtual family office is often the most cost-effective and generally easiest way to optimize your financial world. Your Optimal Financial World will give you the knowledge you need to make the informed decisions that will take you forward.

Proud to Be in Bakersfield and serving Dentalpreneurs Nationwide
© The LifeStone Companies - All Rights Reserved
This material is intended to be used for educational purposes and does not constitute a solicitation to purchase a security or investment advisory services.

Some material on this site has been researched and prepared by BSW Inner Circle and its affiliates, CEG Worldwide, LLC and AES Nation, LLC.  Timothy J McNeely has retained AES Nation to conduct research and prepare informational materials for his use.  Mr. McNeely is a member of CEG Roundtable and pays an annual fee for these services.   Mr. McNeely is involved in these activities through The LifeStone Companies.

*Timothy J McNeely is an Investment Advisor Representative of Dynamic Wealth Advisors dba Lifestone Family Office.  All investment advisory services are offered through Dynamic Wealth Advisors.  The LifeStone Companies are not owned or legally affiliated with Dynamic Wealth Advisors and the activities conducted by Mr. McNeely under The LifeStone Companies are considered educational activities and are separate outside business activities.