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Individual Solutions

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?

Retirement Planning

  • 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?

Wealth Management

  • 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?