Service

Concierge

The Personal Touch

Our firm specializes in helping people through major life transitions. We offer personalized, hands-on service, integrating tax reduction strategies, will and trust design strategies, and financial management. And we educate our clients, helping you understand all issues critical to thier financial well-being.

Estate Planning

We review your documents to ensure your estate passes as you intend. We coordinate asset ownership and beneficiary designations with your attorney. And we provide a tracking system.

Business Owner Planning

From employee benefits to business structure, we can help a growing business to an exiting business owner. Buy-sells, Deferred Comp, Corporate Stock Gifts, and Family Partnerships.

Tax Reduction Strategies

We prefer to manage this throughout the year vs. waiting until year-end. We’re happy to coordinate with your CPA. Cost Basis, Realized Gains, Carry Forward Losses, Tax Loss Harvesting, Deductions and Credits.

Assistance to Loved Ones

We assist with gifting techniques, education funding, and custodial accounts. We also have resources for caring for aging parents and practical money skills for kids.

Retirement Planning

Goal Setting
Social Security
Medicare
Time Horizon
RMD/Distribution Strategies
Self-Employed Retirement

Investments

Analyze Portfolio Holdings
Asset Allocation
Investment Policy Statement
Concentrated Stock
Bonds, Opportunistic Income
Alternatives
Retirement Plans
Annuities

Personal Risk Management

Existing Policy Audit
Survivorship Needs
Disability Income Protection
Long-Term Care Plan of Action
Health Insurance Review
Home/Auto Insurance Review
Liability Evaluation

Cash Flow Analysis

Income Sources
Expense Budgeting
Debt Management
Emergency Funding
Opportunity Funding
Dollar Cost Averaging
Mortgage Review

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

stephanie.jordan@lfg.com | (303) 714-4726