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Going Beyond
Traditional Advising

Individual Solutions

As a family run operation, LGK Wealth Management understands the importance of family 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?

Investment Management

  • Are my current investments suited to my goals and risk tolerances?
  • Do I have realistic return expectations for my investments?