Where we begin

The philosophy behind the LS proprietary Redefining Wealth Process℠ is a framework where all financial planning should begin.  This defines your purpose to determine proper segmentation of your assets and balance.

1

Discover

2

Evaluate

3

Implement

4

Review

The Five Key Pillars
for Retirement Planning

INCOME PLANNING

INVESTMENT PLANNING

TAX PLANNING

HEALTH CARE PLANNING

ESTATE PLANNING

Five Key Pillars for Retirement Planning

LS Redefining Wealth℠ Process is LS Wealth Management’s proprietary approach, which consists of Five Key Pillars for Retirement Planning.

This in-depth strategy utilizes sophisticated financial planning and analysis review software. Employing our exclusive Blueprint approach, we analyze your current financial situation and retirement plan through the filter of risks. These risks include inflation, longevity and sequence of return risk. After this rigorous evaluation, you’ll receive a customized retirement income plan with tailored financial strategies designed for you and your unique retirements. This customized plan encompasses every aspect of your financial life, better positioning you to achieve a secure retirement.

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