Wealth Managers at LFS Wealth Advisors are passionate about providing our clients with unyielding advocacy and academically proven strategies to help you realize your life goals. Your happy and healthy life depends on understanding your financial resources, however, this is just one piece of the bigger puzzle. Our financial planning process coordinates your life goals, personal values, and financial resources. Our goal is to craft a financial journey personalized for you.
Our advisor teams are exceptionally good at identifying the best course of action for our clients' unique needs and circumstances. We are big enough to deliver an impressive breadth and depth of knowledge to help get and keep your finances aligned with your vision, yet we are small enough to be highly attentive to our clients' needs. We believe you deserve better than much of the financial industry has to offer.
LFS Wealth Advisors provides a collaborative partnership designed to create a simplified wealth management experience. We build a realistic plan for you based on your vision, then encourage you to tune out the markets and endless "breaking news" that distracts you from that vision and causes you anxiety. We have a fearless commitment to clarity that runs counter to the confusion of Wall Street.
You have spent your whole career as an industry leader, whether you are a business owner, executive, physician, or another professional. We are here to assist you as you consider future opportunities beyond the office or business. Our experts will guide you through the process of wealth management.
Retirement planning is a process that involves close cooperation between the adviser and the client, and is an essential component of our financial planning service. We take an inventory of what you already have, as well as what you may have in retirement, and we consider a variety of options and possibilities.
In contrast to speculators, we are long-term investors. We do not "play the market," attempt to time the market, or otherwise gamble with our clients' money; instead, we simply manage their investment portfolios. Our investment strategy is based on years of study and real-world data.
The planning of one's estate is something that we consider to be an essential part of financial planning. When we have a clear picture of how you intend for your money to benefit your loved ones and the community, we are better able to counsel you on how to spend, save, and invest over the course of your lifetime.
We work with you and your family to help you understand how saving and investing for education is different from saving and investing for other goals. Planning for education requires a careful balance of financial and investment planning, whether you want to pay for private primary or secondary school, save for college, or put money into an education account for your grandchildren.
Our advisors make it a priority to learn about and establish the parameters of your risk right from the start of our interaction with you as a client. Your capacity for taking a loss, the amount of liquidity you require, and the amount of financial leverage are all important factors to take into account while managing financial risk.