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Why choose us: Do Right By Our Clients

Triple Threat
Credentials - C3

Our advisors are CPA, CFA and CFP certified- an exceptionally rare combination - coupled with our tax expertise gives us a holistic view of our client's financial needs and goals.

Mission to Preserve
& Grow Your Wealth

We are fee-only financial advisors with a fiduciary responsibility to act on our client's best interest. We do not accept any fees or compensation based on product sales allowing us to provide more comprehensive advice and solutions.

Nothing Beats
Experience

Our advisors have over 30 years of planning experience that helps our clients define and acquire their financial goals.

LFG Wealth Management Services

Investment Management
Investment Management
Our 50+ years of collective investment planning experience was used to develop the LFG Multi-Fund Investment SystemSM, a disciplined investment...Learn More
Retirement Planning
Retirement Planning
When planning for lifetime income sufficiency, your retirement cash needs, living expenses, investment income, and monthly cash inflows all...Learn More
Tax Planning
Tax Planning
One of the largest expenses retirees have is taxes, so minimizing the impact of taxation to the greatest extent possible on income... Learn More
Cash Management
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...Learn More
Social Security
Social Security
Identifying the optimal Social Security benefit election based on your current and future circumstances is a critical part of our planning...Learn More
Financial Planning for Survivors
Financial Planning for Survivors
Financial Planning for Survivors You spend a lifetime focused...Learn More
Charitable Giving
Charitable Giving
You have countless options for charitable giving, and no matter which ones you choose, it’s important to properly structure a charitable...Learn More
Estate&Insurance Consultation
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... Learn More
60
Collective Years of Experience
1:1
Financial Advice
100%
Fee-Only Services
$0
Commissions Charged
1989
Year Established

THE 7 QUESTIONS

The 7 Questions

A Retiree Must Ask A Financial Advisor

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