Investment Planning
Investment Planning
A Little Planning. A Great Retirement.
Looking forward to retirement? Start planning today, so that your dreams become reality tomorrow.
- Our advisors are here to help you and are dedicated to your best interests.
- LGE Investment Group is available through CUSO Financial Services, L.P. (CFS*).
Retirement Planning
Let’s uncover your needs and long-term goals, and then build a financial plan. Here’s how we can help.
- Determine which investment strategy is appropriate for you, your family, and your future
- Review the investment vehicles used to build a retirement nest egg
- Discuss risk assessment and time horizon, and review various asset allocation models
- Understand the ups and downs of the market and how they may affect your long and short-term goals
Estate Planning
Whether your estate is large or small, there are issues to consider when creating an estate plan. Let our advisors help get answers to these questions.
- What are my assets and what is their approximate value?
- Where will my assets go when I pass away?
- Who will take care of my finances when I am no longer able to do so?
- Who should be responsible for taking care of my minor children if I become unable to care for them myself?
- Who should make decisions on my behalf if I become unable to care for myself?
- What do I want done with my remains after I die?
College Planning
LGE Investment Group, available through CFS* can help you help your children and grandchildren. Here’s what we can do.
-
Discuss the different plans available and uncovering what’s best for your family: 529 Plans, Coverdell Education Savings Accounts, or UGMA & UTMA Custodial Accounts for Minors.
- Answer questions frequently asked by grandparents.
- Will Medicaid count my grandchild’s 529 plans as a part of my assets?
- Can I access the money in the event of an emergency?
- Can a 529 plan affect my grandchild’s chance of receiving Financial Aid?
Need more help?