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How We Help You

Investment Advice

Your portfolio is developed and maintained by a team of advisors working collaboratively; not a just one advisor making all the decisions.  We develop an investment strategy based on your financial goals, risk levels, market conditions, and more. 

We use the latest technology to monitor and re-balance portfolios to ensure that they stay within acceptable risk limits.

Knowledge and understanding is key to your financial freedom. At LT Family Financial, we take the time to make sure you feel comfortable and confident with your decisions and planning.

Your portfolio is developed in partnership with you. 

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Retirement Advice and Planning

Congratulations on your new journey in retirement!

As a team, we will build a plan to ensure your path to financial freedom is an enjoyable lifestyle you've worked so hard to create. 

Whether it's consolidation of accounts, review of your health insurance options, or  income strategy planning we track your progress along the way and update your plan as your goals change. 

Financial planning is an evolutionary process and not just a book you put on your shelf at home. This is a long term relationship with your trust expert, who is committed to putting you first. 


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Career Change

A higher salary and bonus, more job security, more time with your family, doing what you love-the list carries on.  Changing careers can be rewarding for several reasons and can also bring on added unforeseen stress.  

We provide guidance to assist you during this transition so you can be confident in your important financial decisions. 

Whether it's reviewing your new benefits package, or ensuring your investments are working hard for you, LT Family Financial will be there every step of the way to make your transition smoother. 

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Insurance Needs Analysis

  • Disability Insurance
  • Life Insurance
  • Long Term Care 
  • Medicare Supplement
  • Health Insurance
  • Funeral Insurance

Preparing for the Unexpected

Unfortunately, we cannot anticipate every turn life's journey might take. While no one likes to think about the possibility of long-term illness, disability, or death, preparing for these possibilities is a vital part of achieving long-term financial security.

In addition to managing your investments and helping you preserve wealth, we can also help you evaluate your essential insurance needs in the areas of life, disability, long-term care, and business protection. 

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Single Again

There's no doubt about it- going through a divorce is an emotional roller coaster. Attorneys fees, court dates and settlement is just the tip of the ice berg for most of our clients. 

Now more than ever, is the time to review your financial situation and how the divorce will affect it.  We are here to help you, the client, get back on track from the sudden roller coaster you have encountered. 

We have a variety of tools and resources we can extend to you to support you during this journey. 

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Loss of a Loved One

If you have recently experienced a loss, we'd like to extend our deepest condolences to you and your family. 

We understand the first stage is possibly the most vulnerable. At LT Family Financial, we care for you and assist you with the critical tasks of "financial triage."  We focus on organizing immediate needs such as cash flow, making sure bills are paid, and filing for death benefits. 

Our team will support you and your family in avoiding additional stress so you can focus on healing.  

We have resources available to us to assist in estate planning, investing and more to help you find financial peace of mind during this difficult time. 



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