Why choose us: Do Right By Our Clients
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.
Our advisors have over 30 years of planning experience that helps our clients define and acquire their financial goals.
LFG Wealth Management Services
Collective Years of Experience
The 7 Questions
A Retiree Must Ask A Financial Advisor
Want to know what questions to ask a prospective financial advisor? One that will weed out the good ones from the sales hucksters? Complete the below information and submit to receive your FREE guide to assist you in finding an advisor that is the right fit for you.