We’re more than just financial advisors; we offer services and advice that can assist you in all of life’s stages. Whether it be Financial Management for those wanting to grow their money or Retirement Planning for those moving onto their next stage of life, there is certainly room for you to join the LGK Wealth Management family. Don’t hesitate to ask us any questions. After all, our satisfaction lies in doing the best that we can for all our clients.
FINANCIAL MANAGEMENT
- Mortgage & Debt Analysis
- Cash Flow Projection
- Retirement Planning & Savings
ASSET MANAGEMENT
- Portfolio & Pension Analysis
- Diversified Production offering
- Retirement & Education Savings
- Portfolio Rebalancing
TAX PLANNING
- Tax Analysis
- Tax Return Coordination
- Personal Tax Planning
- Business Tax Planning
RISK MANAGEMENT
- Life Insurance
- Critical Illness
- Long Term Care Insurance
- Group Insurance Analysis & Shortfalls
RETIREMENT PLANNING
- Retirement Income Analysis
- Assessment of Objectives
- Retirement Expense Analysis
- Cash Flow Projections
Read our blog post on retirement basics!
ESTATE PLANNING
- Estate Planning Analysis
- Wills & Power of Attorney
- Charitable Giving Business
- Succession Planning
Read our blog post on estate planning myths!
LIFE TRANSITION PLANNING
- Eldercare Issues
- Workplace Transitions
- Referrals to our Professional Network
- Healthy Living
GROUP INSURANCE AND
BANKING PRODUCTS
- Group Insurance & Savings
- Group Medical Coverage
- Personal & Corporate Banking Solutions