In order to efficiently plan for your financial future, you need to look at all puzzle pieces and fit them together. We truly care about our clients’ success and because of that, we specialize in sound financial strategy that gets results.

Our comprehensive wealth management services include:

• Retirement Preparation
• In-depth Gap Analysis
• Social Security Optimization
• Review of Wills/POA
• Outside Advisor Coordination (CPA, attorneys, etc.)
• LTC Discussion
• Multi-Generational Financial Planning
• Wealth Transfer Advisement
• RMD Support (required minimum distribution)
• Tax-Efficient Giving Strategies
• Aging Parent Support Planning
• Cash Flow Analysis
• Annual Goals Discussion
• Financial Planning
• Real Estate Purchase Advisement
• Personal Balance Sheet Review
• Insurance Review
• Legacy Planning
• Heir Education and Preparation
• Stewardship Principles
• Money Management
• Asset Titling
• Estate Tax Discussion
• Legal Documents Review

We leave no stone unturned and truly work for our clients and their success.  

Family Wealth Stewards and LPL Financial do not provide legal or tax advice, or services. Please consult your legal advisor regarding your specific situation.

Investment management is a big part of what we do at our firm because we help clients avoid emotional decisions in a potentially volatile market. We serve as your personal Chief Financial Officer and educate you on everything you need to know to make sound financial decisions.

Our comprehensive investment management services include:

• A Principled Defined Investment Management Process
• Risk Management
• Retirement Planning
• 401(k)/403(b)/SEP/Simple IRA Accounts
• Retirement Income Strategies
• Inherited IRAs
• UTMA/UGMA
• Stock Option Strategies
• Donor Advice Funds
• Real Estate Holdings Review
• Appreciated Stock Gifts
• Annuity Analysis
• Traditional/Roth IRAs 

Whether you are preparing to distribute inheritance, are working on a trust, or just want to educate your children on the value of investing, our financial planning strategies for families help make sure everyone is on the same page. Communication is key to building a successful financial future and we can help you address these important topics.

Our financial planning services for families include:

• Values Discussion
• Family Wealth Purpose Statement
• Succession Planning
• Illiquid Holdings Advice
• Inheritance Discussion
• Valued Based Estate Design
• Generational Advisement
• Pre-liquidity/Liquidity Events
• Family Giving Discussion
• Advisor Summit
• Beneficiaries Planning 
• Trust Services *LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.