HOW WE DO IT
A STRATEGY AS UNIQUE AS YOU
For over six decades, we’ve provided a distinctively comprehensive process, enabling us to take a holistic view of your financial situation and craft a truly personalized approach.
your custom plan deserves a team
because two heads are better than one, you deserve a team of dedicated professionals
We leverage the power of collective expertise. Our financial planners each specialize in niche areas, ensuring a multifaceted perspective when designing financial plans.
At LVZ, we assure a personal touch. Our dedicated team members are available during business hours to address your inquiries promptly.
OUR Process
01
CONNECT WITH US
Reach out to us via phone or email to schedule a strategy session. We’re flexible and can meet at our offices, a local coffee shop, virtually, or even in your home, making it convenient for you.
02
define
peace of mind
During our initial strategy session, it is all about you. Our team wants to know what peace of mind looks like in your life, especially where life and money intersect.
03
Asset evaluation
Following our initial strategy session, we’ll evaluate your financial status by assessing assets, personal property, insurance, and taxes. This comprehensive review provides insight for your complete financial picture.
04
Crafting your
custom plan
After analysis of your asset evaluation, we will create a custom-tailored financial strategy that empowers you to achieve peace of mind for your financial future.
05
Approval and
implementation
Once your customized plan has been refined and perfected to your satisfaction, we proceed with the deliberate execution of the strategy.
This phase involves seamless collaboration with a network of experts, including your attorney, accountant, insurance provider, and our own seasoned investment professionals.
06
Plan Maintenance
and beyond
Once your strategy is implemented, our proactive approach includes regular communication to assess any life changes that could impact the current plan. Our dedicated team diligently oversee your portfolio, handling the day-to-day responsibilities of its management.
GET CURIOUS ABOUT YOUR CUSTOM STRATEGY
