Services

WHAT WE OFFER

Our Services

Comprehensive Financial Planning

LFG’s financial planning targeted towards medical and med-tech professionals follows a 3-step process to align with your goals

 

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Tax Planning

LFG’s approach for tax planning is different than the typical, backward-facing, tax preparation.  We strategize and project the tax implications by developing an ongoing strategy to minimize the impact of taxes on your personal finances over time.

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Investment Advisory

LFG believes in passive investment management and focus on what we can control like risk tolerance/capabilities, diversification, and tax minimization strategies.

 

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A 30- minute meeting where we will assess a mutual fit, build rapport and better understand your current situations and goals.   

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Comprehensive financial planning

LFG’s financial planning targeted towards medical and med-tech professionals follows a 3-step process to align with your goals:
  • We have a conversation about you and your family, what money means to you, and how it fits into your future.  Additionally, we will consolidate your finances into a household balance sheet so that we have a clear picture of your current situation.
  • Next, we talk about your financial goals.  Through a retirement cash flow analysis, we will work together clarify goals so that they are measurable and tangible.
  • Finally, we will create an easily digestible a one-page financial plan which will provide actionable items to get you on the right path towards financial independence.
Once the initial plan is established, we will continue to monitor the progress of these actions as well as adjust any goals as new life events come into the picture.

Tax planning

LFG’s approach for tax planning is different than the typical, backward-facing, tax preparation.  We strategize and project the tax implications by developing an ongoing strategy to minimize the impact of taxes on your personal finances over time

Services include:

  • Ongoing strategies to reduce the impact of taxes on your personal finances by creating tax projections
  • Stock option planning to make the most out of your company equity (including ISOs, NQSOs, RSUs, ESPPs, founders shares, etc.)
  • Year-end tax planning
  • Estimating your quarterly tax payments to eliminate/reduce any under-withholding penalties.
  • Amending your historical returns when necessary
  • Coordinating with your CPA/tax preparer to ensure all documents and intentions are clearly communicated
Once the initial plan is established, we will continue to monitor the progress of these actions as well as adjust any goals as new life events come into the picture.
Our Service

Investment advisory

LFG provides full-service investment management for all short- and long-term goals.  We charge a separate fee for investment management but can result in a discount towards your ongoing planning fee.  We believe in passive investment management and focus on what we can control like risk tolerance/capabilities, diversification, and tax minimization strategies. 

Services include:

  • Developing an investment strategy based on your specific goals
  • Helping you pick the investments within your 401(k)
  • Divesting concentrated stock positions
  • Tax-loss harvesting
  • Facilitating and reporting of Backdoor Roth IRAs
  • Monitoring of investment allocations and recommending changes when appropriate
  • Paperless account application and transfer process
  • Web-based performance reporting
  • Automatically investing additional contributions
  • Rebalancing of investments