Find the right advisor.

A simple, clear, free guide to finding the
perfect financial advisor for YOU.
Find Your Match

Keep them safe.

Wealth management helps you understand where you are today and allows you to build your future with confidence, so you can keep your loved ones safe.
Let's Begin

Create your future.

Taking action is the first step. Set up a complimentary
consultation with us to discuss your financial plans.
Get Started

Fee-only & fiduciary from day one.

Expect More…When you make the decision to work with us,
you have a team of experts ready to service you.
Get Started

Setup Your Consultation.

Ideal for the potential client interested in learning
more about our services provided.
Get Started

Setup Your Consultation.

Ideal for the potential client interested in learning
more about our services provided.
Get Started

Find the right advisor.

A simple, clear, free guide to finding the
perfect financial advisor for YOU.
Find Your Match

Keep them safe.

Wealth management helps you understand where you are today and allows you to build your future with confidence, so you can keep your loved ones safe.
Let's Begin

Create your future.

Taking action is the first step. Set up a complimentary
consultation with us to discuss your financial plans.
Get Started

Fee-only & fiduciary from day one.

Expect More…When you make the decision to work with us,
you have a team of experts ready to service you.
Get Started

We listen to you.

If you are seeking a team of dedicated professionals with expertise, objectivity and decisions associated with managing your wealth.

We want to liberate you from the complexity of finances so you can live prosperously and enjoy the journey.

START PLANNING
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Tax Alpha: How to Add Measurable Value

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Create Your Future

Taking action is the first step. Book a complimentary consultation with us!

Find the Right Advisor

A simple, clear, FREE guide to finding the perfect advisor for YOU.

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Educational information, Recent News, and Exciting happenings at LFA

What’s it like to work with us?

WE ARE FEE-ONLY, FIDUCIARY ADVISORS.

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FEE-ONLY

This refers to how a financial planner gets paid. Fee-only planners are compensated solely by fees paid by their clients and do not accept commissions or compensation from any other source. We believe there is a significant conflict of interest if an advisor stands to gain financially from the purchase of any product he or she recommends to the client!

R

FIDUCIARY ADVISOR

This means that your financial advisor is putting your interests first. When you hire a NAPFA member, you are getting the best advise that he or she can give, without any influence from outside interests.

Countdown to Tax Planning Deadline

We help you plan all year so there are no surprises on April 15th.

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