Areas of Expertise
Wealth Management
From start to finish LIG can offer comprehensive assistance on a array of wealth management needs. We can integrate your retirement plan with other assets that are held with us to create a clearer picture of your goals. We’ll be able help you see where you might have overexposure to an asset class or need additional exposure. We can also help you avoid certain areas of the market completely based of moral or financial reasons. We are here for you.
Retirement Planning
At LIG, we take an in-depth approach to understanding your retirement needs. By understanding the important details of your financial goals, we can help tailor your investment recommendations. But most importantly, work with you to create and maintain a strategy that will provide you the chosen lifestyle in retirement.
401(K) Management
Companies today know that it’s crucial to provide their employees with an avenue to save for retirement. It not only helps them save for retirement but also helps retain employees. With the benefits of a 401k, business owners also have a responsibility to evaluate and manage the makeup of their retirement plan. That’s where we come in to help. You can leverage our expertise and know how to make sure that your plan meets stringent fiduciary standards. We can help you minimize fees and make sure you have access to low cost investments.
Set up a time to discuss how we can help you.