Total Wealth services for you

At LS Wealth, we oversee all aspects of your wealth to create a unified approach that reflects your goals. Guided by the strategies embodied in the LS Redefining Wealth Process, we build a retirement income plan that meets your needs for consistent retirement income, wealth preservation and growth and tax-savvy wealth and legacy planning. Our proprietary customized planning process incorporates the Five Key Pillars of your financial journey.

Five Pillars Key Features

Income Planning

Our proprietary sequential income planning software helps us build you an income plan for retirement and shows us if you have any potential income shortfalls in retirement.

 

Tax Planning

CPAs with extensive experience who are part of LS Tax LLC work with our clients on their specific situations and develop strategies to be in the most tax favorable situations in retirement.

 

Estate Planning

We have an elder care attorney as part of our team with over 40 years’ experience

 

Investment Planning

We use all the tools below as part of your investment plan

  • Institutional Asset Managers
  • Active and Strategic Account Management
  • Managed Portfolios (SMA) Separately Managed Accounts
  • Managed Alternative Investments
  • Managed Equity
  • Managed Stocks
  • Managed Bonds
  • Bond Alternatives
  • Structured Notes
  • Index CD
  • REITS
  • Hedged Equity
  • Fixed Indexed Annuities
  • Life Insurance
  • Comprehensive Long-Term Care Planning

Healthcare Planning

Fully integrated Insurance Solutions including Long Term Care

 

Custodial Services

Schedule a complimentary consultation with our financial professionals