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Investment Planning

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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

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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?

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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?