Begin with the End in Mind

Long Term Success Requires Long Term Planning.

The key to long-term planning success starts with a comprehensive analysis of your financial future.

We serve individuals and businesses in the following areas:

  • Retirement planning 
    Start by making the most of your employer-sponsored retirement plans and IRAs. Help you determine how much you need to retire comfortably by managing assets before and during retirement. 
  • Tax management Strategies*
    Look for ways to help reduce your current and future tax burden.
  • Estate planning 
    Assist with beneficiary designations. Strategies to help reduce exposure to estate taxes and probate costs.
  • Risk management 
    Review existing insurance policies. Recommend policy changes when appropriate. Find the best policy for your situation. 
  • Education funding 
    Recommend investment and accumulation strategies to help you pay for your children's education. 
  • Investment Strategies 
    Help determine your asset allocation needs. Help you understand your risk tolerance and recommend the appropriate investment vehicles to help you reach your goals. 
  • Employee and executive benefits 
    Help your business attract and retain qualified employees through benefit packages.

 

*Lasting Legacy Collaborative and its associates does not provide tax or legal advice, Please consult your own tax or legal professional before making any decisions.  Asset allocation does not ensure a profit or protect against a loss, but is intended to help you manage your goals and risk tolerance.

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