Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
At LPA Strategic Capital, our financial advisors aim to help you retire in a way that is both comfortable and financially secure.
Our retirement planning services include the following:
- Retirement plan review.
- Consideration of Social Security, health care coverage, and related retirement concerns.
- Retirement distribution planning to make certain that withdrawal order is both financially advantageous and tax efficient.
- Assistance with company restricted stock and stock options plans
Please reach out to us if you would like to schedule an initial no-cost, no-obligation consultation.