Financial Planning

As your life changes, so do your financial needs.

LGT Financial Advisors work closely with you to create, implement, and then monitor a plan that works towards helping you achieve your primary financial goals.

As your life changes, so do your financial needs. We will work with you one-on-one to develop an overall financial planning program, including such milestones as estate planning, investment planning, employee benefits, and retirement and income tax planning. In addition, LGT Financial Advisors offers clients a robust software planning and maintenance tool, designed to be a one-point portal to pull all of your diverse financial strategies and documents into one comprehensive, password-protected application. You can now manage your future virtually, all in one program. We will be happy to demonstrate the many functions of the product for you.

Our advisors are versed in many areas of financial planning. Below are the planning services we can provide you to fit your financial needs.

Talk to one of our financial advisors today and let's partner together for your future.

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Talk to one of our financial advisors today and let's partner together for your future.

GET IN TOUCH

  • INVESTMENT PLANNING

    We can provide specific recommendations on portfolio design based on the review and examination of current assets and equities.

  • RETIREMENT PLANNING

    Nothings is more important than being financially prepared to enjoy the comforts of life that you worked so hard for.

  • ESTATE & GIFT PLANNING

    Things change in life, and with change comes the necessity to update your long-term financial wishes.

  • INCOME TAX PLANNING

    Protecting your hard-earned assets is one of our primary concerns.

  • EMPLOYEE BENEFIT PLANNING

    Today's employees are more financially savvy than ever before, and our advisors will work with you to create and implement an employee benefit plan that will keep them feeling secure.

Financial Planning

As your life changes, so do your financial needs.

© Copyright 2016 LGT Financial Advisors LLC.
All Rights Reserved.