Investment Management

At LFA we’ll help you establish appropriate, realistic, and manageable financial goals. We can also help you determine what you want or need to accomplish AND put processes in place to help you achieve those goals. The right partnership makes it possible.

Asset Allocation Program

Portfolio Analysis

Asset Management

Retirement Plans

401(k), 401(a), 403(b)

Traditional and Roth IRA

SEP IRA

Profit Sharing Plans

Defined Benefit Plans

Individual & Joint Accounts

“Clients receive objective advice on investment and portfolio management”