What are the newest wealth management strategies?

As it evolves over time, your business may encounter circumstances that come with their own set of unique challenges and creating a specific financial plan to accomplish your goals may be intimidating. LSL Wealth Advisors, LLC, a business entity of Lance Soll & Lunghard, LLP, and Barth Financial Advisors, LLC have strategically aligned to help you feel more resilient and confident about the future with our wealth management strategies.

Through our collaboration with Barth Financial Advisors, LLC, you have access to a team dedicated to keeping up-to-date with current tax requirements and marketplace changes. You also benefit from our use of the latest technology, information, and research. These tools are used to guide more affluent families and successful business owners as they face increasingly complex situations.

Our clients benefit from the depth and breadth of experience from Barth Financial Advisors, LLC as we apply the total financial planning process to the seven critical financial disciplines. The steps to your financial independence include:

  • Personal Financial Management
  • Investment Planning and Management
  • Business Planning
  • Retirement Planning
  • Estate Planning*
  • Tax Planning
  • Risk Management

In addition, our clients have access to legal services provided by the sister company to Barth Financial Advisors, LLC, BarthCalderon LLP. Contact Susan Matz, our wealth advisory lead Partner, to schedule a complimentary Life Insurance and/or Estate Plan review and get expert advice on how to protect your Family, your Assets, and your Legacy.

*Brent Honea, Esq., an associate from BarthCalderon LLP, will be in our office every Thursday to offer our clients legal services on Asset Protection, Wealth Preservation and Estate Planning. Brent is a registered representative with, and securities offered through Crown Capital Securities, L.P. (CCS), Member FINRA/SIPC.Investment advice offered through Barth Financial Advisors, LLC, a registered investment advisor and separate entity from CCS. CA Insurance Lic. #0B09053