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”