LFS

We seek to build and preserve your wealth to create the freedom for you to pursue your passions. The personal relationship we develop with each client starts at our first meeting, whether at your home or at our office, where we identify your needs, risk tolerance, and objectives. Using client-specific financial analysis and investment research, we design our services to secure your financial well-being for the long term. As your investment manager, we are dedicated to delivering advice in a manner that is both confidential and consistent with your needs... We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals..

Primary location: Philadelphia United States