Like you, there are certain qualities we look for in our most trusted relationships: integrity, critical thinking, optimism, proactive, and collaboration. As your Fiduciary, your best interests are always our priority; these are the values that we live by. We bring to you a dynamic process and relationship that gives you peace of mind that you are in good hands and helps us to help you live your best life.
*To the extent that we are providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, we are acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.
Help in organizing all aspects of your financial life.
Creative design ideas to help grow, protect, and transfer your wealth—coordination and collaboration with your existing advisors.
Most importantly, we are your catalyst to help implement, monitor, and enhance your plan.
Creative design ideas in all aspects of business ownership and succession planning; all stress-tested in the safety of the planning process. We work with you to determine your emotional and financial readiness relative to your business. Then coordinate your business planning with your personal family goals, preparing you for success even after you eventually sell or transfer your business. We’re here to simplify the planning process allowing you to focus on what you do best.
Data Collection and Development of Objectives:
- Holistic Audit
- Family Goal Setting
01
Financial Plan Presentation: Analysis and Alternatives
- Analysis and Design
- Findings and Recommendations
02
Implementation
- Estate Plan
- Investment Plan
- Retirement Plan
- Business Owner Plan
03
Annual Review
- Ongoing Analysis
- Findings and Recommendations
04
FAQs
Quick access to the most common questions we are asked.
Locations We Serve
While our focus is in PA & FL, we are fully licensed in many states; find out if we currently serve your area here.