Interlocking formula for what we do page

What We Do

LS Investment Management℠ was born our of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format.  Our objective is to simplify your financial life by taking all the pieces of your financial plan and putting them in place.  Each plan and puzzle is unique.  Some of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, The Interlocking FORMula℠, helps you pursue your financial independence.

 

At LS Investment Management℠ we use our Interlocking FORMula℠ to help our clients achieve their financial goals.

Our Comprehensive Financial Planning is an important part of that process which includes:

Wealth Management:

Investment & Portfolio Construction Management

Investments can be overwhelming and confusing. We simplify this by developing a portfolio for your investment needs, within your risk tolerances

Legacy & Philanthropy Planning

Creating a smooth transition of wealth in the most efficient way to benefit those you love

Risk & Cash Management

We minimize financial and other potential losses associated with risks to your assets, business, or health

Tax Planning

We consider all  tax implications and minimize them as much as best we can based on current tax code