Corporate Advisory Program

Attract and retain a strong executive team.

LGT FA’s CAP is modeled after similar programs that have been a near exclusive perk available primarily in Fortune 500 companies for decades.

Our CAP takes these principles to customize the program and provide our middle market clients an opportunity to attract and retain the same talent. Specifically, our CAP provides a customized approach to investing and financial planning for your executive and key management team.

A comprehensive financial plan:

  1. A personal financial statement, which will provide a snapshot of an individual’s current net worth
  2. A detailed cash flow analysis evaluating short- and long-term financial goals
  3. An education funding analysis, which will help to determine an appropriate savings target for future education expenses
  4. An insurance assessment, which evaluates an individual’s life, disability, and long-term care needs
  5. An estate planning review, which will assist an individual in planning to protect family assets and leaving a legacy

Investment management encompassing:

  1. Professional advice and management of personal investments
  2. Access to diversified investment portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments

Tax services provided by our affiliated company LGT Accountants & Advisors:

  1. Preparation of Federal and State tax returns
  2. Proactive tax planning

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