The FIRST step is to evaluate our services and decide if we can guide you to your destination.
During the assessment, you will discover where you currently stand financially by evaluating your assets, liabilities, income, and expenses. This step serves as the foundation for your journey toward financial success.
The FIRST step is to evaluate our services and decide if we can guide you to your destination.
We recommend a 21-minute phone call to ensure your situation matches our expertise.
Just like you wouldn’t see a Cardiologist for dental surgery, we want to ensure we’re the right fit for your needs.”
Like a doctor, it’s important to diagnose before we prescribe.
The next step is to review with our team our findings based on our 21-minute call.
With your Financial Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.
In plain English, we will explain exactly what you can do to improve and put you on a path toward financial success.
At the end of this process, we will ask you to consider it. We are looking for long-term relationships, not a quick transactions. If you decide we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard sell or pressure to say “yes.”
Yes! Our firm is equipped to meet with clients and potential clients through video conferencing software called google meet.
One transparent fee includes the management of ALL investment accounts + ongoing retirement and tax planning. Our transparent fees are either based on:
Our planning fees are fixed and cannot be negotiated. However, if we manage over $250,000 of your portfolio account, we waive the planning fees for you.
Yes! Our consulting fee is flexible and based on an hourly rate that will not exceed $250 per hour for our advice.
For your convenience and safety, we use Altruist Financial as a third-party custodian for our client investment and retirement accounts.
As a trusted custodian, Altruist safely holds your investment accounts and provides reporting to you and the IRS each year. Your accounts can be viewed anytime at www.altruist.com or the LFG Wealth Client Portal.
Great question! But first, let us explain why you shouldn’t hire us.
If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.
But if you’re interested in things like lowering your tax bill, investing smarter, and creating a reliable income stream in retirement, you’re in the right place.
© 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.