A plan DESIGN to help you achieve your goals.
A plan DESIGN to help you achieve your goals.
At Louis Financial, we believe a financial plan provides you with a clear picture of where you are in conjunction with your financial goals and how to achieve those goals within a specific desired time. As your advocate, we take the time to help you formulate your financial plan.
While in that process, we’ll help you answer some important questions, such as: What’s your dream retirement? When would you like to begin that chapter of your life? What will be the cost for college by the time your kids graduate high school? How can you protect my income during my working years?
LFG 360 Wealth Tracker is our financial planning platform that enables you to see the complete financial plan with a specific recommendation based on your financial goals. Your entire financial life will be organized into a single roadmap with concise, actionable steps on this platform. Regardless of where you are on your journey, we’ll work with you to help you get there and keep you on track.
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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.