At LGC Financial, we develop solutions that are tailored to your concerns. We work alongside you to develop your retirement vision and create a plan for you to achieve your goals. Most importantly, we focus on what you truly care about.
Our clients want to devote time to understanding how best to prepare for retirement, both emotionally and financially. Typically, they’re excited about planning their next steps, looking forward to receiving financial guidance and implementing suggestions, and have saved diligently throughout their career. With 5 or fewer years from your retirement, it’s important to understand the details involved.
We Might be a Good Fit If:
You understand that you need assistance in planning your retirement and need the guidance of a professional.
You want to transfer the burden of maximizing your retirement success to someone else so you can spend more time pursuing the things you enjoy.
You are prepared to devote the time needed to have an impactful conversation about your retirement plan.
Together, We’ll Address
Retirement Planning & Income Strategies
Understanding Medicare
Social Security Claiming & Timing
Long-Term Care Planning
Life Insurance Solutions
Tax & Estate Planning
Investment Management
Divorce & Remarriage
Your lifestyle is unique to you, which is why your strategy is only complete once it’s in alignment with your individual values and priorities. Once your plan is in place, we monitor it on an ongoing basis and make adjustments to ensure that you are continually on track to reach your goals.