To provide the highest caliber of personalized service, –from our Administrative Assistants to our CFP® certificants, CPAs, Ph.Ds, MBAs and Estate Attorneys –is committed to five professional standards:
- A pledge to always offer independent, unbiased advice, presenting clients the pros and cons of all financial options;
- A commitment to exceptional life-long client relationships focused on your current goals and concerns;
- An intense desire to cultivate and share overwhelming knowledge in their field;
- A concentration on teamwork, whether internally with LLG or with our clients’ team of attorneys and tax professionals;
- A dedication to continuous improvement by identifying and implementing financial planning "best practices" to leverage our efforts on behalf of our clients.
We believe that in order to maximize your legacy, you need to live your legacy now. LLG's mission is helping you do just that. By maximizing your financial situation, you are freed up to pursue your dreams, whatever they may be. Now, that's independence.
What's in a Name?
LLG Financial has two primary areas of focus:
|LLG Wealth Management & Planning||LLG Advanced Insurance Services|
Real Estate Analysis
Income Tax Consulting
Fee-Based Financial Planning
Trust Consulting and Services†
Wealth Building and Preservation
Agent Services and support