Wealth Management Services
Investment Management
Our 50+ years of collective investment planning experience was used to develop the LFG Multi-Fund Investment SystemSM, a disciplined investment system designed to capture long-term...
Retirement Planning
When planning for lifetime income sufficiency, your retirement cash needs, living expenses, investment income, and monthly cash inflows all form...
Tax Planning
One of the largest expenses retirees have is taxes, so minimizing the impact of taxation to the greatest extent possible on income, investment returns, and the...
Cash Management
The problem with most traditional investment planning is that it is steeped in investment principles that fail to incorporate cash flow as an asset in and of itself...
Social Security
Identifying the optimal Social Security benefit election based on your current and future circumstances is a critical part of our planning process...
Financial Planning
You spend a lifetime focused on accumulating wealth to provide for a secure retirement, only to be confronted with several obstacles when...
Charitable Giving
You have countless options for charitable giving, and no matter which ones you choose, it’s important to properly structure a charitable gifting plan...
Estate & Insurance
Consultation
As part of our efforts to plan for your financial future, we will identify and address the risk exposures that threaten your financial security...
