Financial Planning Services

 

Led by your CPA, your LBA team works closely with you to provide a total planning solution for your individual needs. You will experience the peace of mind that comes from knowing no aspect of your current and future financial security has been overlooked, and that you have trusted advisors unencumbered by affiliation with any specific investment product. Your interests alone determine our recommendations.

Financial Goals

We ask you which issues are most important to you, whether it might be retirement lifestyle, providing for children, or some other priority, and then we work with you to design a plan that will best enable you to achieve those goals. While only you can and should determine your goals, we will work hand in hand with you to ensure you have the full benefit of our expertise and experience as you formalize your plan.

Net Worth Analysis

Are you satisfied with the growth of your nest egg? Using our sophisticated techniques and software, we will review your net worth with you to determine whether it is growing at a rate that will achieve your goals.

Retirement Planning

We all know the emphasis placed on planning for retirement today. Working with you, we evaluate your needs and make recommendations that will help you attain your desired lifestyle during retirement.

Investment Analysis

Your LBA team will analyze the composition and performance of your portfolio to evaluate whether the return on your investments is meeting your goal with an acceptable level of risk. If not, we can help get your portfolio back on track.