LS Wealth Management, LLC

Description

We are dedicated to providing high-touch, personal service to each of our clients. Through our strengths of an educational approach, our role as a Fiduciary firm, the credentials and designations as a Registered Financial Consultant, and a comprehensive team-planning approach, we have helped many Northwest Ohio and Northeast Indiana retirees establish more secure financial futures.

LS Wealth Management, LLC. is a full-service, fee-based independent wealth advisor with almost two decades of expirence. We provide our clients with customized retirement income plans.

However, working with a fiduciary who is required to be fully transparent will help provide the assurance that you are provided a disclosure of all fees. By working with this type of planner you will help make certain your best interests are being served. By working with a fiduciary and institutional money management, you can reduce your fees significantly while increasing your exposure to many financial class choices. We believe that educating retirees will help guide them in making the most prudent choices from the broadest array of all classes, with no bias to our recommendations.

We are constantly adapting to what it means to live in today’s global economy – a frontier previously unknown to retirees. To succeed in this environment, it’s important to work with financial planners who will take the time to understand your unique financial situation, tolerance for market risk, and personal retirement goals. Then we work with you to create a customized retirement income plan and estate legacy for your loved ones.

Not knowing “Your Number” can be one of the most significant obstacle to attaining your retirement goals. We guide you through a process to help determine your Retirement Income Goal: the “Number.” This is the number you absolutely must have to finish the formula. We provide a Retirement Budget Worksheet to help project your number of retirement years and the income needed. A retirement number is not how much you have in total net worth or investable assets. We utilize an asset matrix along with an expense matrix to make certain your income can align with expenses.

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