LDW Consulting Group, Inc. is a full-service financial firm. As our client, you can expect Planning for Short-Term and Long-Term Goals, Retirement Planning, investment management as well as customized values-based wealth management coaching that empowers you in better decision making to experience the Life, Dreams and Wealth that you've envisioned. Whether you are experienced in the world of financial matters or are just starting to build your portfolio, LDW Consulting Group can help you to and through your every financial goal.
Life
- Phone / Text & Email Communication
- Online & Mobile App Account Access
- Bi-Monthly Newsletter
- Educational Seminars
- Annual Meeting with Tax Advisor
- Life Planning / Value Based Planning
- Mobile Check Deposit
- Tax Reduction Strategies
- Behavioral Financial Coaching
- Tracking Expenses
- Debt Elimination Strategies
- Student Loan Payoff Option
- Insurance Reviews : Life, Disability, Long-Term Care
- Annual Credit Review
Dreams
- Basic Financial Goal Setting
- Progress Meetings
- 401K, 403b, TSP & Pension Advice
- Mortgage Financing Strategies
- Goal Specific Planning and Monitoring
- Retirement Planning and Design
- Review of Basic Estate Planning Documents
- Education Planning
- Family Meetings
- Small Business Consulting
- Client Appreciation Events
Wealth
- Wealth Preservation
- Cash Reserve Management
- Cash Flow Management & Design
- Estate Planning
- Services & Investment Recommendation
- Investment Asset Allocation Guidance
- Capital Preservation Techniques
- Trust Review Services
- Develop Comprehensive Investment Portfolio
- Beneficiary Review
- Strategies to Optimize Tax Efficiency
- Estate and Gift Planning
- Optional Annual Family or Financial Team Meeting
It's TIME!
Time to enjoy your Life, live your Dreams & build and protect your Wealth. Reach out today to schedule a free, no obligation, consultation: