LWI Investment Services
LWI Investment Service.
You have ideas for the future. Whatever your vision, LWI Investment Services can help create a clear, easy-to-understand financial strategy, personalized for you. We’ve designed our investment services around your needs, allowing you to work closely with one of our Financial Professionals instead of managing your investments on your own. We offer a wide range of banking and investment products and services to help you build a custom solution for you. LWI bank. enables you to translate what matters most into a detailed financial strategy.
Invest for the future of yourself and your family with a strategic investment strategy. With a variety of resources and services available, our team can help you make the most of your personal investments. Whether you're an active investor seeking growth - or more concerned about safety and income - LWI Investment Services, Inc., a full service broker, can help you reach your short or long-term goals. Because no two investors are exactly alike, your licensed Financial Advisor understands the importance of working with you on a customized basis to choose investments based on your income, risk tolerance and tax situation. We offer a wide range of investment products and services.
We help you create a personalized financial strategy with your lifestyle goals in mind. Based on our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it regularly to help you stay on track.
Should you invest now, or wait?
You may want to consider starting your investment strategy after you’ve:
Built your emergency savings. Savings should come first. Before investing, try to make sure you have a separate low-risk, low-return account you can use to cover expenses during an unforeseen event — typically at least 3 to 6 months’ worth of living expenses.
Paid off high-interest debt. By paying off high-interest debt in full, you’ll reduce the total amount you owe faster, and free up money to put toward savings or investing.
Maxed out your 401(k) and IRA. If your long-term goals include a comfortable retirement and you’re already contributing the maximum amount
Our services and strategies include:
Retirement & Financial Planning: Developing a sound financial plan is essential to achieving your long-term retirement goals.
Investment Planning/Management: Managing portfolios guided by your goals, sound research and a prudent investment decision-making process.
Estate Planning: An estate plan is simply a strategy to take care of the people you care about – including yourself.
Family Wealth Planning: Determine what story you want your wealth to tell.
Wealth Strategy: Develop a strategy that tells your story – a story designed to care for the people you love. A story that uses your income and assets to create a legacy. A story that, when it comes to life, has the potential to maximize your happiness.
Business Succession Planning: As a multigenerational family business, we are attuned to the needs of business owners at every stage, from that initial creative spark to your retirement and beyond.
Others:
Education Planning:
Gifting Strategies
Tax Strategies
Premier mortgages
