Going Beyond Traditional Advising
As a family run operation, LGK Wealth Management understands the importance of security. We pride ourselves in being able to help our clients look after those closest to them. Whether saving for a child’s education, planning for retirement, or ensuring your family has adequate insurance coverage, we can help you. At LGK Wealth Management, you aren’t just a client; you are family.
Family Insurance Needs
- Is my family adequately covered for life, disability, and critical illness insurance?
- Do I have an aging family member that requires long term insurance?
Group Benefits Analysis
- To what degree does my company plan cover my needs?
- What risks exist if I become unemployed?
- How much have I saved and how long will it last in retirement?
- Am I on track to retire according to plan?
Cash & Debt Management
- Do I need help developing a budget plan?
- Is there a way I can save more money each month?
Personal Banking Solutions
- Are there more beneficial banking options available to me?
- How can I get more out of my banking experience?
- Are my current investments suited to my goals and risk tolerances?
- Do I have realistic return expectations for my investments?
- Are my investments in line with the timeline of my goals and financial needs?