Leigh Baldwin & Co. (LBC) Advisory Services provides comprehensive Financial Planning to help our clients reach their financial goals.
Cash Flow Planning
- Analyze short and long-term cash flow needs
- Evaluate retirement cash flow simulations
- Assess education funding needs
- Explore long-term wealth accumulation strategies
Investment Management
- Determine risk capacity and risk tolerance
- Research and advise on various investment options and strategies
- Monitor and rebalance asset allocation
- Provide regular performance reporting
Education Funding
- Discuss higher educational planning
- Exploring options based on individual’s needs and tax advantages (529 plan vs UTMA)
Insurance
- Evaluate life insurance needs and coverages
- Whole Life vs Term insurance
- Analyze existing property and casualty insurance exposure
- Examine excess liability coverages
- Discuss annuities and guaranteed income
Benefits and Compensation Planning
- Maximize employee benefits
- Review retirement plan investment options
- Discuss stock option strategies
