It is the vehicle to help you reach your FINANCIAL DESTINATION
It is the vehicle to help you reach your FINANCIAL DESTINATION
A sound financial plan needs a road map, and we believe your investments are the means to reach your destination. Our ability to take the long view when managing your portfolio gives us the independence to do what is in your best interest, the CLIENT.
We’ll start by learning about your life goals, risk tolerance, liquidity needs, and other unique circumstances. Then, armed with this knowledge, we build an investment strategy customized to your situation. Next, we will assist you in rebalancing Your portfolio periodically so you will not assume more or less risk than you can comfortably tolerate.
In addition, we conduct an extensive analysis of every investment manager we recommend to ensure they meet our standards for performance, consistency, and organizational excellence.
Finally, we monitor your portfolio continuously to determine whether managers are continuing to meet our criteria and whether you are progressing toward your goals as anticipated.
Our approach to building your portfolio should be allocated to allow your long-term growth needs with enough stability and security for the short term so you can minimize the loss in a down market.
We don’t believe in market timing. Instead, we create a financial plan based on your needs and goals and then build a portfolio to match it.
© 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.