A plan DESIGN to help you realize your vision for the future in retirement.
A plan DESIGN to help you realize your vision for the future in retirement.
For many of us, retirement may seem far away; we believe it’s never too early to determine how much you’ll need and begin saving. Since everyone has a different vision for their retirement, there will be a cost associated with it regardless of your vision. A proper retirement plan will help you determine how much you need to start setting aside funds for your retirement dreams and see whether you will meet your goals on time.
Do you see yourself on a cruise around the world? Opening a business? Purchasing a second home or simply spending time with loved ones, we can help you get there.
As you get closer to retirement, we will be there to help you figure out the best way to convert your savings to income that will last as long as you live. Making smart financial decisions now can help impact how you live in retirement. We can assist you along the way.
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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.