Financial planning for your best life
Gain confidence in your investments and asset management.
Comprehensive financial planning and investment management, with a focus on tax implications.
Areas of Practice
GOAL-ORIENTED FINANCIAL PLANNING
Our take on what others might call “General Financial Planning” is anything but general. It’s a far more holistic, evidence-based approach to ensure your financial strategy plays a larger role in helping you achieve your life goals. We understand and align critical components of financial health, and every decision is made with your life goals in mind
TAX-ORIENTED PORTFOLIO MANAGEMENT
EMPLOYER Retirement Plans
FOUNDATION AND ENDOWMENT SERVICES
We’re focused on finance, so you can focus on your life.
An Evidence-Based Approach
We employ a comprehensive tax lens in our investment philosophies.
This ideology was valid in 1999 when we started LFA, and is just as relevant today. Our expertise and professional relationships foster awareness of tax laws and their implications for our clients. Investing is less taxing with this comprehensive approach to investing and taxes.