Wealth management is more than just investment advice, as it can encompass all parts of a person’s financial and personal life.
At LG Financial Group we use integrated approach to financial planning, which allows you to maximize your potential return through simultaneous planning of your investments, income taxes, insurance, retirement and estate.
Strategies of a Wealth Manager
At LG Financial Group, we start by developing a plan that will maintain and increase a client’s wealth based on their individual’s financial situation, goals and risk tolerance.
After the original plan is developed, we meet regularly with clients to update goals, review and analyze the financial portfolio, whether additional services are needed, with the ultimate goal being to remain in the client’s service throughout their lifetime.