Comprehensive Financial Planning
LFG’s financial planning targeted towards medical and med-tech professionals follows a 3-step process to align with your goals
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.
LFG believes in passive investment management and focus on what we can control like risk tolerance/capabilities, diversification, and tax minimization strategies.