What We Do

Insurance

Insurance

Protecting yourself, your loved ones, your home, or your business against unexpected events is a fundamental aspect of wealth planning. Whether you’re talking about life insurance, disability, long-term care, or any other type of insurance, a comprehensive risk analysis plan that is integrated with your overall financial plan is critical to excellent financial health. Learn More

Annuities

There are a variety of different annuities, such as variable, fixed, and indexed. Whether an annuity is right for you, and which one may be right for you, depends on a host of different factors, such as your time horizon, your risk orientation, and whatever other investments you have. Learn More
Annuities
Wealth Management

Wealth Management

LFA’s wealth management practice is about implementing the great ideas in finance for our clients. LFA has been translating financial science into practical investment solutions for decades. For example, we believe expenses matter… A LOT! Paying more than you should in order to be in an investment is a sure road to underperformance. That’s why we focus on paying as little as possible to be in a high-performing investment. Learn More

Financial Planning

Think of financial planning as the map by which you navigate getting from point A to point B. Without the map, ever getting to point B is questionable, and getting to point B in any efficient manner is incredibly unlikely. Learn More
Financial Planning
Retirement Planning

Retirement Planning

Retirement planning is not a simple or one-time process. It takes time, energy, thoughtfulness and continuous monitoring to ensure you stay on track. Few people invest enough time or apply enough thought to what is a critical component of living. Learn More

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Learn More
Estate Planning
Business Succession Planning

Business Succession Planning

Effective succession planning requires time, expertise and discipline. The more time you have to develop the plan, the greater the likelihood of a successful outcome. Advanced planning allows time to consider your options, and working with knowledgeable advisors helps to both properly structure and execute a transition plan. Learn More

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