Retirement planning
Income, withdrawals and the transition to retirement.
Kentucky / Ohio / Nationwide
Fighting for your
financial future.
Retirement, investment and tax planning built around your life, your wealth and your next chapter.
For people approaching retirement or already retired.
The life behind your wealth
The life you’ve built. The future you choose.
More choice. Time for what matters. A legacy with purpose. Start with the goals your wealth is meant to support.
Connected services
Your financial life, considered together.
Investment management
Portfolio decisions connected to your goals and risk.
Financial Planning
Bring your financial decisions into one planning process.
Tax planning
Consider the tax impact across your financial life.
Fee-based fiduciary service. We are based in Kentucky and Ohio. Serving clients in all 50 states.
Personal partnership
A dedicated team. Your priorities first.
Get to know the people behind your planning, investments and client experience.
Becoming an LFG client
Start with a conversation.
- 01
Tell us what matters.
Share the goals and questions you would like to review.
- 02
Meet your review team.
An advisor follows up to arrange a conversation.
- 03
Explore your next step.
Discuss whether LFG is the right fit for your needs.
It is not a commitment to a timescale, to advice, or to an advisory relationship, which begins only through the firm’s own process.
A team in your corner
Put a team in your corner.
Bring your goals. Let’s build the plan around them.