Our Services

We specialize in retirement and estate planning services utilizing investment tools tailored to the needs of each individual client.  Some of the products and services we provide are: 

 Retirement Planning:

MORE CONTROL OF YOUR RETIREMENT.

How do you want to spend your retirement years? Traveling around the world? Spoiling your grandkids? Spending more time with your favorite charity? All of the above? Whatever your dreams are, we can help you plan for those special years.

We will explain the many options available to you for retirement planning, including 401(k)s, traditional and Roth Individual Retirement Accounts (IRAs), and rollovers resulting from job changes. We can also help you integrate your retirement investments with your trust and estate plan.

 Estate Planning:

MORE CONTROL OF YOUR LEGACY.

You've spent a lifetime managing your money and building your assets, but how do you make sure that your estate passes to your heirs the way you planned? We work closely with Tax attorneys that specialize in Living or Irrevocable Trusts to develop a plan that meets your succession goals and efficiently transfer wealth to your heirs.

Your financial goals and resources may change throughout the years, but we can help you establish a strategy to properly manage what you have worked a lifetime to accumulate.

College Planning:

MORE CONTROL OF COLLEGE FUNDS.

We recognize that your children and grandchildren are your future, and that a proper education is key to their success. We also know that skyrocketing costs and increasing competition make planning for your children's education a daunting challenge. We will help you to understand the obstacles you face and can help you select the right choices from the many options available, including Education IRA's, 529 plans, prepaid tuition, and others.

Investment Services:

What to invest in and when? What asset mix is best for my financial goals? What's the difference between allocation and diversification? How much risk am I willing to take? These are the tough questions that only an experienced financial advisor can help you answer.

The right mix of assets may be the most important decision you will ever make about your financial future; and we can lead you in the right direction. We can help determine if your securities are diversified and allocated in a manner that meets your investment goals and risk tolerance. Our Portfolio Analysis not only identifies your current position in the market, but also the allocation strategy that best suits your needs.

Fee Based Services:

It's About You And Your Financial Goals.

We understand that you are interested in accumulating and preserving wealth. We also know that you want a trusted financial advisor to help you achieve your investment goals. That's why wealth management offers a pure and simple investment approach: fee-based solutions. With fee-based solutions, you eliminate transaction-based commissions in favor of asset-based fees. By doing so, you gain a true partner who is dependable, focused and loyal to your financial objectives and whose interest is truly aligned with your own.

With Wealth Management, you gain access to some of the best fee-based investment programs in the industry. You receive professional advice from an independent financial advisor who has the freedom to recommend outstanding investment solutions for your specific needs.

DISCLOSURE: 
Our interests may not always be the same as yours. Please ask us questions to make sure you understand your rights and our obligations to you, including the extent of our obligations to disclose conflicts of interest and to act in your best interest. We are paid both by you and, sometimes, by people who compensate us based on what you buy. Therefore, our profits, and our salespersons' compensation, may vary by product and over time. For more information about your account and the program, please contact LIS Investments at 1-888-747-5679.