Products/Services

Understanding YOUR needs at each stage of life.

OUR STRATEGIES TO HELP YOU REACH YOUR GOALS

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.

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.

Click for more ‣

BUSINESS PLANNING

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

We specialize in helping business owners generate thoughtful decisions to grow their personal assets while making the right moves to protect their businesses. As a business owner, the equity that you have in your company is one of the most critical parts of your portfolio. Protecting your hard-earned investments throughout the life-cycles of your business are just some of the services we offer.

CORPORATE ADVISORY PROGRAM

This program is designed to help you 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.

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

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

GET IN TOUCH

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.

Click for more ‣

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.

Click for more ‣

BUSINESS PLANNING

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

We specialize in helping business owners make thoughtful decisions to grow their personal assets while making the right moves to protect their businesses. As a business owner, the equity that you have in your company is one of the most critical parts of your portfolio. Protecting your hard-earned investments throughout the life-cycles of your business are just some of the services we offer.

Click for more ‣

CORPORATE ADVISORY PROGRAM

This program is designed to help you 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.

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.

Click for more ‣