Our success is founded on staying focused on what truly matters – gaining your trust and providing effective solutions to address your intricate financial needs.
As your partner and trusted advisor, we assist business owners in identifying and prioritizing the crucial protection and financial strategies for the continuous success of their business. We acknowledge that most companies go through four stages: Start-up, Growth, Maturity, and Transfer. Therefore, we work collaboratively to address diverse business planning needs.
For you, your business is more than just an enterprise; it’s your family’s lifeblood and pillar in the community. At LFG, we are committed to helping you remain focused on running your business while working with trusted advisors to create a long-term financial roadmap for your business’s success.
Have you ever considered what could happen to your business if an unexpected event involved you, a co-owner, or a key employee? Fortunately, there are strategies you can implement to minimize the potential risks that may jeopardize the continued success of your business.
Understanding the true worth of your business is crucial for effective personal and business planning. At LFG, we can help you accurately determine your business’s value, giving you a clear perspective to plan for the future.
Have you considered the value your business needs to accumulate to sustain your current lifestyle after retirement? Some strategies can help you diversify your assets beyond the company, reducing your dependence on it as your sole source of retirement funding.
© 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.