For Individuals
helping you PLAN FOR WHATComes next
Hyper-personalized expertise for the crossroads of life and finance, seamlessly integrated in your personal and professional matters.
Your dedicated team of professionals
At LVZ, we provide a personal touch to every interaction. During business hours, your calls will be answered directly by our dedicated team members. Our people are the driving force behind our exceptional solutions and client experience, dedicated to serving you.
Insights fromThe market pulse
Leave theHeavy liftingTo us
When you partner with us, you gain access to a dedicated team of trusted professionals ready to craft a comprehensive financial strategy tailored to your unique needs.
OurServices
01
investment management
02
Retirement Planning
03
Tax Planning
04
Insurance Solutions and Risk Management
05
Employee Benefits and Retirement Plan Advisory
06
Legacy Planning and Charitable Giving
07
Coordination of legal documents
08
Education Planning
09
Business Succession Planning
10
Regular coordination with industry professionals such as:
- Certified Public Accountant or Accountants
- Estate Planning Attorney or Legal Advisors
- Bankers/Brokers
- Real Estate Professionals
- Insurance/Risk Advisors
Leave it to oursix Decadesof expertise
Let us handle your day-to-day financial management and operations, so you can dedicate your time to serving your clients and scaling your business.