How We Serve
We believe that comprehensive financial advice and long-term strategies will help you pursue your goals more quickly than short-term risky investments. We serve our clients best by providing “slow and steady” advice over the years.
OUR SERVICES
Retirement Planning
Diversifying your retirement income
Planning against market volatility
Planning for longevity and rising health care costs
Financial Planning
Needs based planning for future financial goals
Partnering with your other trusted professionals
Education funding strategies
Wealth Management
Portfolio reviews and rebalancing
Non-traditional and alternative investments
Legacy planning
Design, Build, Protect
While it is easy to get caught up in the state of the economy or the latest “hot” stock, we believe passionately that the way you invest should be aligned with where you are in your life…not with the short-term ups and downs of markets.
You should have a financial blueprint to help you manage your opportunities, needs, concerns and goals. We call this approach Asset Class Investing and believe it makes good sense as you plan for both today and tomorrow.
There are three things to remember about how Asset Class Investing can work for you and your family:
It focuses your investment portfolio on meeting your life goals.
It is an approach designed to help you manage towards your most important goals rather than to short-term market trends.It is based on science and academic research.
It combines the latest discoveries in economics and investing with close to 90 years of market data and insights as well as in-depth studies of investor psychology and behavior.It is a disciplined and structured approach.
It helps protect against the common behavioral mistakes that can compromise your long-term financial goals.
Design, Build, Protect
While it is easy to get caught up in the state of the economy or the latest “hot” stock, we believe passionately that the way you invest should be aligned with where you are in your life…not with the short-term ups and downs of markets.
You should have a financial blueprint to help you manage your opportunities, needs, concerns and goals. We call this approach Asset Class Investing and believe it makes good sense as you plan for both today and tomorrow.
There are three things to remember about how Asset Class Investing can work for you and your family:
It focuses your investment portfolio on meeting your life goals.
It is an approach designed to help you manage towards your most important goals rather than to short-term market trends.It is based on science and academic research.
It combines the latest discoveries in economics and investing with close to 90 years of market data and insights as well as in-depth studies of investor psychology and behavior.It is a disciplined and structured approach.
It helps protect against the common behavioral mistakes that can compromise your long-term financial goals.
The Cycle of Market Emotions
LWI Financial (LWI), Streff Financial Group and LPL Financial are separate entities.
Don't let the emotions of investing cause you to make hasty, short-term decisions that can compromise your long-term financial future.
WEALTH ADVISORY PROCESS
In order to help you achieve your goals in all areas of your Financial life, we take a Comprehensive Approach
One of the most important components of any effective advisory relationship is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally.
We look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk. Together, we will define your personal definition of financial success and work with you to translate this into prioritized goals.As the Wealth Solution Graphic shows below, we can help you address a wide variety of goals in a number of key areas. Once we have discovered and understand what is most important to you, we work together to develop and implement a plan to help you pursue your goals. Because life is never static, we closely monitor your plan and make sure that it always reflects your situation. In addition, as financial markets go up and down, we help manage the level of risk in your portfolio through periodic rebalancing.
Please note: Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
WEALTH ADVISORY PROCESS
In order to help you achieve your goals in all areas of your Financial life, we take a Comprehensive Approach
One of the most important components of any effective advisory relationship is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally.
We look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk. Together, we will define your personal definition of financial success and work with you to translate this into prioritized goals.As the Wealth Solution Graphic shows below, we can help you address a wide variety of goals in a number of key areas. Once we have discovered and understand what is most important to you, we work together to develop and implement a plan to help you pursue your goals. Because life is never static, we closely monitor your plan and make sure that it always reflects your situation. In addition, as financial markets go up and down, we help manage the level of risk in your portfolio through periodic rebalancing.
Please note: Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
Get a Second Opinion About Your Financial Plan
Our second opinion service is more than just a discussion about money and financial strategies. We want you to decide if we're a good fit for your needs, and we want to see if we can truly add value to your life.
Schedule a meeting with us for a second opinion and here's what you'll get:
We'll spend most of the meeting discussing your needs and listening to your answers.
We'll answer all your questions regarding our fees and the services we provide.
We'll talk about your current investment strategy and make notes for our follow-up conversation.
FREE PORTFOLIO ANALYSIS
Although we may discuss ideas during the meeting we want to spend most of the time listening, rather than immediately trying to provide solutions.
After the meeting we'll put together some information and ideas for strategies that are appropriate for what you've told us about your goals and income. Next we'll schedule a follow-up conversation in which we'll present our second opinion about your current plan.
FREQUENTLY ASKED QUESTIONS
We're always happy to answer
your questions
FREQUENTLY ASKED QUESTIONS
