Products/Services

Understanding YOUR needs at each stage of life.

OUR STRATEGIES TO HELP YOU REACH YOUR GOALS

FINANCIAL PLANNING

As your life changes, so do your financial needs.

That is why we work with you to create, implement, and monitor a plan that works for you today...and into the future. Our approach includes the development of an overall financial planning program, including; estate, insurance, investment, retirement, tax, and employee benefit planning.

INVESTMENT MANAGEMENT

We provide informed investment guidance and detail-oriented financial management.

Let us be your resource for objective and independent advice on a wide range of issues, including traditional stocks and bonds, mutual funds, exchange-traded funds, alternative investments, and money management. Our investment management approach encompasses analysis and planning, benchmarking, risk assessment, and a secure, personalized web page where you can access your financial information.

BUSINESS PLANNING

We can help protect and grow your personal and enterprise assets.

That is why we work with you to create, implement, and monitor a plan that works for you today...and into the future. Our approach includes the development of an overall financial planning program, including; estate, insurance, investment, retirement, tax, and employee benefit planning.

INSURANCE SERVICES

Providing a sufficiency analysis of all aspects of business and personal insurance coverage.

These reviews are designed to ensure you have optimum coverage at the best possible price. These services include buy-sell agreements; estate plan funding; life, disability and health insurance; long-term care; annuities; and review of beneficiary designations.

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

GET IN TOUCH

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

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

GET IN TOUCH

FINANCIAL PLANNING

As your life changes, so do your financial needs.

That is why we work with you to create, implement and monitor a plan that works for you today...and into the future. Our approach includes the development of an overall financial planning program, including; estate, insurance, investment, retirement, tax and employee benefit planning.

INVESTMENT MANAGEMENT

We provide informed investment guidance and detail-oriented financial management.

Let us be your resource for objective and independent advice on a wide range of issues, including traditional stocks and bonds, mutual funds, exchange-traded funds, alternative investments and money management. Our investment management approach encompasses analysis, and planning, benchmarking, risk assessment and a secure, personalized web page where you can access your financial information.

BUSINESS PLANNING

We can help protect and grow your personal and enterprise assets.

That is why we work with you to create, implement and monitor a plan that works for you today...and into the future. Our approach includes the development of an overall financial planning program, including; estate, insurance, investment, retirement, tax and employee benefit planning.

INSURANCE SERVICES

Providing a sufficiency analysis of all aspects of business and personal insurance coverage.

These reviews are designed to ensure you have optimum coverage at the best possible price. These services include buy-sell agreements; estate plan funding; life, disability and health insurance; long-term care; annuities; review of beneficiary designations.

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