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, 2015 No commentOur state-of-the-art infrastructure extracts efficiencies out of trading, capturing more profits for you.
We harvest tax losses, capture profits, and rebalance your portfolio automatically.
Sophisticated, high-touch, comprehensive wealth management, and legacy strategies that are sensible.
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 experience for families regarding money management. Our firm utilizes cutting edge technology combined with objective financial advice. Together we can navigate the maze of financial planning. This philosophy empowers families with an efficient process to manage their money and wealth.
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 for your family.
“Someone is sitting in the shade today because someone planted a tree a long time ago.”
WARREN BUFFET
“Wide diversification is only required when investors do not understand what they are doing.”
WARREN BUFFET
“Diversification may preserve wealth, but concentration builds wealth.”
WARREN BUFFET
“The Stock Market is designed to transfer money from the Active to the Patient.”
WARREN BUFFET
“Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.”
WARREN BUFFET
Tailored to your personal core values, needs, goals, time horizon, and risk profile. We design a Road Map that’s easy to understand and sensible to follow. Helping you see tomorrow… today.
Complex estates are always evolving in size, composition and location. Comprehensive planning will look at all aspects of your wealth. Holding type, location, taxation, growth rates and structures. We can manage your assets wherever they are located US, EU, AU or Asia. One advisory firm efficiently centralizing your global assets.
Taylored strategies diversifying portfolio holdings between traditional and alternative asset classes. Effectively hedging portfolio against risk while enhancing overall returns. Our world class custodians offer unpresedented technology that meet the deciplines of sophisticated investors .
Select the retirement account that’s righ for you. IRA’s, Roth IRA, 401k, SEP, DBP’s or 403b. We can help you understand the various guideliens regarding rollovers, exchanges and early withdraws. Find out account is best for you now and in the future.
Income distributions that can outpace inflation and are tax efficient. Creating lifetime income streams the will provide for future cost of living expenses for you and your loved ones.
Benefits of incorporating. Types LLC, LLP, C-Corp or S-Corp. Discover the state or offshore jurisdiction thats best for your business model.
Analyze present vulnerability to lawsuits, litigation, judgements and creditor collections. Create domestic and/or offshore safe harbors and asset protection vaults legally. Protect your home, savings, retirement and business assets.
Trust documents can provide for special needs of a loved one, probate avoidance, asset protection, philanthropy and enhanced asset transfers. Our advisors will help you understand how a carefully designed trust may benefit your estate.
Expats, global travelers and jet setters all have unique needs. Cross-board taxation, pension transfers, and accounts in multiple countries. We are global advisors with solutions tailored for you. Transparent, Fee Disclosed and Independent Financial Advise.
NO SOLOS – Clients want to work with a team whether it’s two or 20 people.
article: What high net worth clients want from their adviser, InvestmentNews Gerard Klingman, President Klingman & Assciates LLC
THE LAY Of THE LAND – Ever since the recession, clients want to know that advisers have a definite read on the economy, interest rates and other crucial financial factors.
article: What high net worth clients want from their adviser, InvestmentNews Gerard Klingman, President Klingman & Assciates LLC
A HOLISTIC APPROACH – High net worth clients want a wealth manager, not just a money manager, so advisers should be able to offer some help with other planning issues like charitable investment vehicles and college savings.
article: What high net worth clients want from their adviser, InvestmentNews Gerard Klingman, President Klingman & Assciates LLC
THE HUMAN TOUCH – Wealthy people want a personal connection with the professionals in their lives, so advisers should make their clients their friends.
article: What high net worth clients want from their adviser, InvestmentNews Gerard Klingman, President Klingman & Assciates LLC
TAKE CARE OF THE CIRCLE – Clients want help with the people they love most, which means an adviser should be doing anything that can help the children or parents of their clients.
article: What high net worth clients want from their adviser, InvestmentNews Gerard Klingman, President Klingman & Assciates LLC
A LITTLE PASSION PLEASE – Wealthy clients want to know their adviser is passionate about what they do.
article: What high net worth clients want from their adviser, InvestmentNews Gerard Klingman, President Klingman & Assciates LLC
ACCESSIBILITY – “Able to be reached or approached.” When a client has a need and calls their advisor, is the advisor available?
article: What Clients Want From A Financial Advisor, Forbes Sep 30, 2014 by Mike Patton
COMPETENCY – “Having the necessary ability or skills: able to do something well or well enough to meet a standard.” Being an advisor requires broad knowledge in many disciplines.
article: What Clients Want From A Financial Advisor, Forbes Sep 30, 2014 by Mike Patton
INTEGRITY – “The quality of being honest and fair.” The advisor should adhere to a fiduciary standard which places the needs of the client ahead of their own, at all times, and in every decision.
article: What Clients Want From A Financial Advisor, Forbes Sep 30, 2014 by Mike Patton
AMIABLE – “Friendly and pleasant.” In the medical field, this is referred to as good bedside manner. Clients shouldn’t be asked to work with an advisor who does not treat them with respect.
article: What Clients Want From A Financial Advisor, Forbes Sep 30, 2014 by Mike Patton
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, 2015 No comment529 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, 2015 No commentAverage returns in the six major fund groups have topped 21% a year since the worst of the financial crisis. Sometimes, it’s worth reliving…
11 March, 2015 No commentA 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 gam…
11 March, 2015 No commentAsset Protection Strategies Legal Tools. Asset protection strategies are a set of disciplines and legal tools affluent families, public fig…
22 July, 2019 No commentCash has become another four-letter word for some investors. Sure, it doesn’t earn anything – which is only slightly less than …
03 March, 2015 No commentMUTUAL FUNDS IN 1940
TRILLIONS IN US FUNDS
1915 DOW GREATEST RETURN %
LONGEST BULL MARKET IN MONTHS 1990-2000
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?
Discover various types of investments and understand suitable characteristics. Know which investments to avoid and understand realistic expectations?
Client-centric investment strategies must be cohesive, sensible, and transparent. A coefficient strategy keeps asset overlapping minimal while balancing risk and reward.
Holistic approach aligned by your goals and needs. Develop an ensemble of asset classes that are profitable, promising and out pace major indices.
Back test recommendations for provability, profitability, and the ever changing economic course. Planning ahead of the turns or curves straightens your path.
8050 N Palm Ave Ste 300 Fresno CA 93711
800-733-8089
866-919-2265
info@lbgadvisor.com
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.