Average Retirement Age Leveling
A report released in March by the Center for Retirement Research at Boston College studied labor force participation rates for men and wome...
11 March, 2015No comment
LBG Advisor (AKA Liberty Benefits Group LLC) an investment advisory firm offering personalized and sophisticated wealth management services previously reserved for the ultra high net worth families. We are on your side with transparent, understandable and comprehensive advise. Our experienced professionals are ready to help you develop a strategy that is understandable and concise. In addition, our custodian relationships offers the latest in technology and brokerage account services. Let us manage the difficult responsibilities so you can enjoy the benefits and rewards of success.
Efficient
Our state-of-the-art infrastructure extracts efficiencies out of trading, capturing more profits for you.
Automated
We harvest tax losses, capture profits, and rebalance your portfolio automatically.
Holistic
Sophisticated, high-touch, comprehensive wealth management, and legacy strategies that are sensible.
ABOUT US
Good things happen when technology and financial service veterans come together.
The founders of LBG Advisor have one goal in mind… To build a better money management experience for families. Our firm utilizes cutting edge technology combined with objective financial advice allowing us to navigate through the maze of financial planning. We believe this is the best way to empower families in managing their money.
With our client-centric business model, LBG Advisor is fundamentally altering the traditional financial services landscape. Our high touch wealth management system and holistic legacy planning strategies, provide the necessary tools to grow your assets. Ask yourself these three simple questions presented on the right. Score yourself 1-100%. Navigating your retirement may allow you to enjoy more today and leave more for your loved ones tomorrow.
We believe in the power of technology to change the financial industry, making it more accessible, affordable, and transparent. A combination of the right tools, investment research and custodian platforms make client objectives more achievable. This personalized approach can simplify the difficulties associated with wealth management, while providing peace of mind your family.
Graph Is For Illustration Purpose Only Your Results May Vary
OUR TEAM
J Darren Goodman
Sr Investment Advisor
Drofn Goodman
Administrative Director
Craig D Sweeney
Planning CoordinatorINVESTMENT QUOTES
OUR WORK
- All
- Business
- Market
Retirement
Market
Retirement 6
Market
Retirement 7
Market
Retirement 8
MarketSERVICES
PORTFOLIO DESIGN
Tailored to your personal core values, goals, needs, time horizon, and risk tolerance.
WEALTH MANAGEMENT
Growing assets efficiently while providing for life's changing needs.
ASSET MODELING
Effect diversity among asset classes. Hedging against risk and balancing reward.
RETIREMENT
Selecting the right type of retirement account. IRA's, 401k, SEP, Roth, DBP's, 403b
INCOME
Effect distribution systems creating income streams for a lifetime.
INCORPORATE
Discover the many benefits of corporate structures. Determine the structure that accommodates your business model.
ESTATE
Analyze your present and future tax liabilities. Create efficient and economical asset transfers.
TRUSTS
Trust instatement provide for special needs, philanthropy, probate avoidance and enhanced asset transfers.
LEGACY
How do you want to be remembered? Endowments and multi-generational systems for wealth distribution.
CLIENTS WANT FROM A FINANCIAL ADVISOR
FROM OUR BLOG
College Savings in 2015
529 plans are one of the best ways to accumulate compounded, untaxed returns, but there are some other solid pathways to college savings Pa...
11 March, 2015No comment
Mutual Funds Great Comeback
Average returns in the six major fund groups have topped 21% a year since the worst of the financial crisis. Sometimes, it’s worth relivi...
11 March, 2015No comment
Top 6 Interesting Tax Loopholes
A list of some of the strangest gaps in the U.S. Tax code Court-side Deduction Many alumni can’t get tickets to their alma mater’s home...
11 March, 2015No comment
Searching for Alpha The Role of Cash
Cash has become another four-letter word for some investors. Sure, it doesn’t earn anything – which is only slightly less than ...
03 March, 2015No comment
Risk Management Not Like Car Shopping
From risk systems for advisors to algorithms used by firms like Wealthfront, quant risk management has gone mainstream. These systems have ...
11 March, 2015No comment
FACTS
68
MUTUAL FUNDS IN 1940
15.2
TRILLIONS IN US FUNDS
81
1915 DOW GREATEST RETURN %
117
LONGEST BULL MARKET IN MONTHS 1990-2000
PROCESS
Our objective is to help you build a superior and personalized investment approach. We understand your needs and focus on your priorities. We monitor capital markets and global events taking into account their impact on your investment portfolio.
IDEA
Success starts with an idea. What does retirement look like to you? How much money will you need? How long will your portfolio have to last? Will you have enough income to realize your retirement dreams?
CONCEPT
Discover various types of investments and understand suitable characteristics. Know which investments to avoid and understand realistic expectations?
DESIGN
Client-centric investment strategies must be cohesive, sensible, and transparent. A coefficient strategy keeps asset overlapping minimal while balancing risk and reward.
DEVELOP
Holistic approach aligned by your goals and needs. Develop an ensemble of asset classes that are profitable, promising and out pace major indices.
TEST
Back test recommendations for provability, profitability, and the ever changing economic course. Planning ahead of the turns or curves straightens your path.
AFFILIATION
When seasoned financial service executives and technology developers get together, transformative things happen. Our management team is driven by a desire to build a different kind of investment firm. One that puts our clients at the center of everything we do and every financial plan we design.
DASHBOARD
The single most important part of your financial life is knowing what you have and where it is. LBG Advisor offers technology to do just that and more. Stay up-to-date from your office, at home or on the go. Compatible with all platforms and smart devices you’ll never be out of touch with your portfolio.
CONTACT US
8050 N Palm Ave Ste 300 Fresno CA 93711
800-733-8089
866-919-2265
info@lbgadvisor.com
CONTACT OUR OFFICE
LBG Advisor values your input and comments. If you would like more information on how to become a client or you have questions related to our investment advice, please fill out or contact form. Please note that all required fields must be filled in before submitting form.
If your request is regarding our staff or advisors one of our administrators will contact you within 24 hours of receiving your submitted contact.
Attention NO TRADES or TRADE information will be received through our contact form or voice mail. You are REQUIRED to contact our offices during normal business hours to place all trades with your investment advisor or wealth manager.
Our office hours:
Monday – Friday 8:00am -4:30pm (Pacific Std Time)
Please note our offices are closed on holidays.