As it evolves over time, your business may encounter circumstances that come with their own set of unique challenges, and creating a specific financial plan to accomplish your goals may be intimidating. LSL Wealth Advisors, LLC, a business entity of Lance Soll & Lunghard, LLP, and Barth Financial Advisors, LLC have strategically aligned to help you feel more resilient and confident about the future.
Through our collaboration with Barth Financial Advisors, LLC, you have access to a team dedicated to keeping up-to-date with current tax requirements and market place changes. You also benefit from our use of the latest technology, information, and research. These tools are used to guide more affluent families and successful business owners as they face increasingly complex situations.
Our clients benefit from the depth and breadth of experience from Barth Financial Advisors, LLC as we apply the total financial planning process to the seven critical financial disciplines. The steps to your financial independence include:
>Personal Financial Management
>Investment Planning and Management
Click HERE for an overview of the steps to your financial independence.
In addition, our clients have access to legal services provided through the sister company to Barth Financial Advisors, LLC, BarthCalderon LLP. Contact Susan Matz, our wealth advisory lead Partner, to schedule a complimentary strategy session and get expert advice on how to protect your Family, your Assets, and your Legacy.