Our Services

While developing a customized financial program, we may walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions.

Once your goals have been established, we may customize appropriate strategies to suit your vision, capabilities, and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • Financial Planning
  • Investments
  • Retirement Strategies* 
  • Estate Planning***
  • Insurance and annuities**
  • Money Market accounts
  • 529 college plans

 

 

 

** Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

***L.Lovie Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. FYI: it appears that the tax/legal and fixed annuity disclosures are needed on multiple pages