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LTG provides comprehensive, expert advice and services to our private clients, encompassing:
Cash
- Increase cash flow through debt re-packaging
- Explore tax efficiency of current savings plan
- Provide an emergency cash reserve fund
Investments
- Evaluate efficacy of previous strategies
- Establish written investment goals, guidelines, and benchmarks
- Construct a viable investment policy
Taxes
- Develop tax minimization strategy for investments
- Review investment income sources and needs
- Explore supplementing employer sponsored qualified plans
Retirement
- Evaluate pension plan distribution options; set a specific retirement date
- Calculate the effects of inflation on retirement and determine the savings necessary to finance it
- Provide client with a realistic and prudent assessment of income through retirement.
Estate
- Estimate estate tax burden; evaluate options to lessen or eliminate possible future taxes
- Ascertain whether current documents are current and complete
- Evaluate gifting options for family members and charities
Insurance
- Review current insurance portfolio and perform financial needs analysis
- Evaluate current needs (disability, long-term care, survivorship, liability)
- Recommend the increase, decrease, discontinuation, modification, or continuation of policies currently in force.
For additional information, please contact: Info@LTGCaptial.com
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