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We're here for you every step of the way.
Our ability to address issues
ASSET MANAGEMENT
ASSET MANAGEMENT
Traditional Investments**
Alternative Investments**
Liquidity Management**
Estate Planning**
Philanthropic Planning**
FINANCIAL
PLANNING
FINANCIAL
PLANNING
Retirement Planning**
Education Planning**
Estate Planning**
Insurance Planning**
Business Planning**
Wealth Management**
Budgeting**
Financial Advice**
CLIENT
EDUCATION
CLIENT
EDUCATION
Newsletters
Workshops & Seminars
Websites
Articles
Regular Reviews
TAXES
TAXES
Tax Preparation***
Tax Consultation***
Audit Representation***
EMPLOYEE BENEFITS
EMPLOYEE BENEFITS
Retirement Plans**
Medical, Dental, Vision
Disability Plans
HSA Plans
Group Life Insurance
INVESTMENTS
INVESTMENTS
Mutual Funds & ETFs*
Stocks, Bonds, REITS*
Individual Retirement Accounts (IRAs)*
Qualified Retirement Accounts (401k, 403b, 457, Deferred Comp, Pension)*
Annuities*
Education Accounts*
Socially Responsible Investments*
INSURANCE
INSURANCE
Life Insurance
Disability Insurance
Long-Term Care Insurance
Health Insurance
Life Settlements
Auto Insurance
Homeowners Insurance
Property & Casualty
Commercial Insurance
LEGAL COUNCIL
LEGAL COUNCIL
Estate Planning***
Wills, Trusts, Probate***
Powers of Attorney***
Elder Law***
Business Law***
1. Flexible Plans
We believe that your goals and dreams are best achieved through a customized, flexible plan and long-term professional guidance. Your life is unique and may change on a frequent basis, and must remain flexible and dynamic to be able to adjust to your ever-changing needs. Each plan will be based on our 3S principle – Strategies, Solutions, & Service.
Our 5 philosophical cornerstones
Planning strategies
Changing one piece will inadvertently affect another. Therefore, we focus on the big picture. We specialize on the following planning strategies and integrate them into your overall plans.
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Retirement & Retirement Income Planning
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Pre-Retirement Planning
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Wealth Management
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Financial Advice and Guidance
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Estate Planning
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Education Planning
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Business Planning
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Employee Benefits
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Insurance Planning
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Budgeting
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Planning for Other Goals
Investments and insurance solutions
We look at everything from a planning perspective. We do not focus on any one solution because every solution has its pros and cons. We use investments and insurance as tools to solve your planning concerns, and will not force a solution to fit within a plan. The following tend to be the investment and insurance solutions that we use in building sustainable wealth.
INVESTMENTS
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Mutual Funds & ETFs
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Managed & Fee Based Accounts
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Stocks & Bonds
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REITS & DST/1031 Investments
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Individual Retirement Accounts (IRA)
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Employer-Provided Retirement Plans (401(k), 403(b), Profit Sharing Plans, Deferred Compensation Plans, etc.)
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Annuities
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529 Plans & Education Accounts
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Socially Responsible Investments
INSURANCE
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Life Insurance
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Long-Term Care Insurance
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Disability Insurance
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Health Insurance
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Automobile Insurance
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Homeowners / Renters Insurance
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Liability Insurance
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Commercial Insurance
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Group Insurance Plans
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Life Settlements
Our Process
Initially, these are the steps we will take in order to identify concerns and provide custom recommendations.
New Client Process
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Discuss life visions, financial assets and matters.
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Educate on pertinent financial planning issues.
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Determine concerns, strategies, solutions and expectations.
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Prioritize most important strategies and solutions.
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Implement strategies and solutions on a step-by-step basis.
* Securities offered through Cambridge Investment Research, Inc.
** Advisory services offered through Cambridge Investment Research Advisors, Inc.
*** Denotes services that are not offered by LampPost Planning or Gateway Financial Advisors, Inc. These services are provided through professional alliances and will be coordinated with LampPost Planning.