We offer comprehensive retirement planning services for the individual, whether you are in an accumulation or distribution phase. An LBL financial planner can help you determine retirement income needs, design diversified asset allocation strategies designed to mitigate risk and help you coordinate other benefits such as Social Security and pension income with retirement income.

We can assist with the following:

• 401(k) Rollovers
• Asset Allocation Strategies
• Estate Planning
• Risk Management
• Retirement Income Planning
• Wealth Management

In addition to our comprehensive financial planning services, The LBL Group offers a specific array of wealth management services to cater to high net-worth clients:

• Wealth Accumulation – We will manage and coordinate all individual and business-related investment portfolios, and develop strategies for asset accumulation and preservation. In addition, we offer a comprehensive selection of risk management services designed to protect your family and the wealth that you have accumulated.
• Estate Planning – Our estate planning strategies attempt to minimize any tax burden on your heirs. Through plans of living disposition, we can provide liquidity and income options using cost effective planning techniques.
• Asset Management – The LBL Group provides an independent, objective selection of investment managers to execute your asset allocation plan. Selection is based on the quality of the investment team, not the name of the firm. We use well-regarded consulting firms to identify specialist money managers.