Client-Focused Wealth Management
L.C. Warren Group, Inc. is an independent financial firm dedicated to providing expert advice on all aspects of wealth plan management. As your personal financial advocate, we are committed to helping you discover suitable, realistic opportunities as you pursue your financial goals—and to provide clear, unbiased financial guidance to help you stay on course towards your vision of the future.
Comprehensive Financial Services
- Retirement Planning
- Investment Planning
- Retirement Plan Rollover Assistance
- Sudden Wealth Assistance (Inheritances, Lottery Winners, Legal Settlements)
- Estate Planning
- Tax Strategies
- Risk Management
- Education Planning
- Gifting Strategies
We use a client-centric process focused on pursuing specific milestones we create together. Our Comprehensive three step planning process is designed to help identify your needs, implement your strategy and monitor it regularly to help you stay on course:
- Assessing Your Needs and Finances
We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.
- Preparing Your Plan
We provide a detailed analysis of your finances, develop a variety of customized strategies, then offer suitable recommendations to address your future needs.
- Implementing and Monitoring Your Strategy
Once you select the most suitable approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.