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Financial Planning

Whether you are a young professional embarking on the start of your career, are an established business owner, or an individual approaching retirement, LFA’s comprehensive, goals-based financial planning solutions can help you better prepare for the future.

We work with individuals, families, and businesses in a fiduciary capacity, providing knowledge and guidance as they pursue their wealth management goals. Taking the time to listen and gain insight into your entire financial picture, we seek to understand where you are now, and where you hope to go in the future.

Financial planning is not a generic process. At LFA, we believe that your financial plan should be a direct reflection of who you are. Rehearsed advice and recycled plans may make the cut at some firms, but not ours. Truly customized and client-centric, our goal is to help you find the clarity, confidence, and peace of mind you deserve with holistic financial planning services.