Louis Financial Group
Bring your financial dreams and goals to life.
Experience the power of LFG, where we turn your aspirations into reality by crafting tailored solutions that empower your goals.
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He is committed to walking alongside you every step of the way, offering guidance, reassurance, and expertise. Your financial well-being is his top priority, and he will work tirelessly to see you succeed.
Our process is designed with you in mind.
During our initial meeting, we will outline our and your responsibilities and explain how we work to establish clear expectations and mutual understanding.
We will collect relevant information from you and discuss your short-term and long-term objectives and financial aspirations to address any specific concerns or constraints.
We will evaluate your current financial situation to get a comprehensive picture of where you are today and helps identify areas that need attention.
We will take the data we have gathered from you concerning your goals and objectives and formulate a customized plan for you. Finally, we will outline specific steps and strategies to help attain your financial goals.
Upon completion of our analysis, we will present you with a financial plan tailored made for you, explaining the strategies and recommendations along with potential outcomes. We also address any questions or concerns you may have and work together to make any tweak to ensure mutual understanding.
We will help implement the recommend strategies this may involve opening accounts and taking other necessary steps to put your plan into action.
We understand that your financial goals may change over time, so we regularly monitor your progress and adjust your plan to ensure it remains relevant and aligned with your objectives.
© 2023 Louis Financial Group, LLC. All Rights Reserved
Investment advisory and fee-based financial planning services are offered through LFG Wealth Management, LLC, a State (FL) registered Investment Advisory Firm. 7971 Riviera Blvd Suite 326, Miramar, FL 33023 (954)526-5240. Additional information about LFG is also available via the SEC’s website: http://www.adviserinfo.sec.gov.You can search this site using a unique identifying number, a CRD number. The CRD number for LFG is 171123.
LFG Wealth Management, LLC offers access to securities through Altruist Financial LLC, a self-clearing broker-dealer. Member FINRA/SIPC. Check the background of Altruist Financial LLC on FINRA’s Broker Check. Shareholders Service Group, Inc. (“SSG”) is also a member of FINRA/SIPC with clearing and custody provided by Pershing LLC, Member SIPC. LFG Wealth Management, LLC’s clients establish brokerage accounts through Altruist. LFG Wealth Management, LLC maintains an institutional relationship with Altruist whereby Altruist provides certain benefits to LFG Wealth Management, LLC, including a fully digital account opening process, a variety of available investments, and integration with software tools that can benefit LFG Wealth Management, LLC, and its clients.
Insurance products are offered through Louis Financial Group, LLC, and Louis Insurance Agency, Inc, licensed insurance agencies registered in Florida. Tax and Accounting Services are offered through LFG Accounting Services, LLC. LFG Wealth Management, LLC, LFG Accounting Services, LLC, Louis Financial Group, LLC, and Louis Insurance Agency, Inc are not affiliates or subsidiaries of Shareholder Service Group, Inc, Altruist LLC, and Altruist Financial LLC.