Financial Planning & Portfolio Management

Financial Planning & Portfolio Management

Building & Protecting Your Personal Nest Egg

If you have not started planning for your financial future and retirement, now is the time! If you have started your planning, it is a good practice to have professionals review your plan to ensure you are on track towards your goals. Financial markets and conditions are constantly changing and it just makes good financial sense to periodically review your plans to help ensure they are still in line with your goals.

We offer a variety of Financial Planning and Retirement Plan Services and Products, including:

  • Financial Planning Services – Specific items or Comprehensive plans
  • Investments
  • Managed Asset Plans

Individual Retirement Plans We Offer

  • Individual Retirement Accounts (IRA’s)
  • Individual 401k Accounts
  • Roth Accounts
  • Annuities

Our Process

At LBW, the first step in our process is to quantify your acceptable levels of risk and reward. Through the use of Riskalyze, an award-winning technology, we’ll pinpoint your exact Risk Number. It takes only a 5-minute questionnaire to get started. Then, together, we can take the guesswork out of your financial future. Click on the video below for more information about Riskalyze and how knowing your Risk Number can set you, and keep you, on the path toward your financial goals.

Act Now To Start Planning Your Financial Future!

Our Financial Planning and Retirement Plan Representatives at LBW can help you sort through all the various factors that determine what type of investments are suitable for you based on your personal financial and retirement goals. It is never too early to start planning for your financial future and retirement. Don’t wait!

Call us at (888) 522-7805 today - helping individuals and their businesses!