Complete Management
At LGK Wealth Management 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. No matter what stage of life you’re in we can help you, read below to see what we offer. 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
ESTATE PLANNING
- Estate Planning Analysis
- Wills & Power of Attorney
- Charitable Giving
- Business Succession Planning
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
