LFE Institute, LLC

Connecting. Educating. Changing Lives.

About Us

“BrighterU provided a solid framework to then work with our Advisor to protect our retirement savings while paying for college for our daughter.” – Roy Reynolds, Jacksonville, FL

The LFE Institute has been a leader in developing unbiased Workplace Financial Wellness Education for over two decades. More than 1 million employees and clients at Ameriprise, Wells Fargo, Target, Best Buy, ITT Financial, San Diego Pensions (SDCERA), Jackson Hewitt, Harris Bank, Minnesota Mutual, Moneylogic, U.S. Bank, National City Bank, and employers throughout the U.S. utilized our ‘broad-based’ Financial Wellness solutions.

After hearing thousands of college-related horror stories, Alice Whinnery, Founder and CEO of LFE – and a former CPA with PwC – was committed to helping future college-bound families avoid these costly mistakes. She then worked with a Team of Financial and Academic Advisors, CPAs, College Planners, and Curriculum Developers to create ‘Brighter U’ HigherEd Platform, a state-of-the-art system designed to empower college-bound families with the skills to build a brighter financial future.