Our Advisory Process
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Understand
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We begin simply by getting to know you. We develop a understanding of your personal goals, current financial situation, investment experience and risk tolerance. We will make you fully aware of our capabilities, services and value we can add.
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Design
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After we start to “understand” your personal goals and other important analysis, we can begin designing a fully customized plan for your short- and long-term goals. We present our recommendations to you, answer any questions you may have, consider alternatives and outline the steps needed to implement your plan.
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Implement
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Next, we make your plan a living and breathing document. At your side, we will help you navigate the options available for investing, rebalancing, discretionary management and non-discretionary management. We will leverage the many resources available to LGL Investment Partners, LLC. while providing a strategy that we are able to manage prudently.
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Manage
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Once your plan is implemented, we continually monitor the progress of your financial plan to ensure it keeps working for you. We proactively reach out to you several times a year, and conduct reviews with you at least annually whether in person or over the phone. Between these interactions, we encourage you to call us with any questions and share any changes in your personal life.
