personal financial consulting

As with anything in our industry, “Financial Consulting” has become a vague, misunderstood, and commoditized phrase. You’ll often find it at the end of a static, 30-page document that encourages you to increase or decrease your savings and do little else.

However, at LBW, we define financial consulting as a living, breathing concept. To us, this process encompasses the utilization of investments, estate planning, and budgeting, to acting as a sounding board and constant resource for our clients. This never-ending process allows for the necessary flexibility to continually adjust as life’s objectives change over time.

People frequently ask themselves “When can I retire?” or “How much do I need?” We approach these questions from a holistic point-of-view and address items such as insurance needs, cash flow analysis, debt/cash management, budgeting, purchasing a home, college planning, etc. We want you to have a wealthy lifestyle that allows you to enjoy your life however you choose.

Through one-on-one conversations, we ask questions and hold discussions to reveal your thought process, goals, and objectives. We then use our insights to develop your customized financial plan tailored to your specific needs. To execute these steps, we help you to work with other professional disciplines (CPAs, attorneys, insurance agents, bankers, etc.) who value integrity and ethics as much as we do, to provide you a cohesive service.

In today’s fast-paced world, life can turn on a dime. One way we stay on top of these changes is meeting every six months to hold a personalized review of your progress, as well as touching base every quarter. This communication process guides you to the right path of success. If a financial concern arises, your LBW team is here to act as your sounding board and offer our expertise to guide your decisions.

As a fee-based Registered Investment Advisor (RIA), our primary goal is to ensure your success. We view our relationship with you as a partnership in which we have a responsibility to listen and understand the hurdles you may face in pursuit of a wealthy lifestyle. With sophisticated financial consulting software, we provide a visual road map to help you accomplish your financial goals.

Our Services

personal financial consulting

Generation Wealth & Estate Planning


Planning for Entrepreneurs & Business Owners