FINANCIAL
PLANNING  APPROACH

FAMILY CFO MODEL

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Elevate the Clarity and Control of Your Financial Future

LRVS Advisory Group’s comprehensive financial planning framework integrates the personal, professional, and financial areas of your life to create a holistic customized financial plan for you and your family.

Our Financial Planning Approach

We bring an in-depth understanding of often complex company benefits, as well as advanced experience working with  Professionals, their challenges, and opportunities. We act as your fiduciary financial advisor, help you make the most informed decisions at each step, and provide you with a whole new level of clarity and control.

FINANCIAL

Tools
Independence

Tools

  • Advanced Investment strategies
  • Product agnostic
  • Client account aggregation
  • Reporting and analysis tools

Independence

  • Investment advisors with industry certifications
  • Fiduciary capacity
  • Objective and unbiased advice

PERSONAL

Lifestyle
Family

Lifestyle

  • Life stage planning
  • Spending analysis
  • Risk tolerance evaluation
  • Special considerations

Family

  • Short-term goals
  • Life insurance strategies
  • College planning
  • Legacy planning
  • Charitable giving
Your Family CFO for Wealth Optimization

PROFESSIONAL

Career Trajectory

  • Life stage planning
  • Spending analysis
  • Risk tolerance evaluation
  • Special considerations
Benefits

Benefits Landscape

  • 401k strategies
  • Deferred compensation strategies
  • Stock options strategies
  • Insurance integration
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What Are Key Areas of Our Financial Planning?

The wealth financial planning process begins with identifying and prioritizing your most important goals. To ensure effectiveness, we create a sound financial plan designed for you and your family that analyzes six comprehensive areas.

Current Snapshot

Create a clear picture of your goals and ambitions, and optimize your workplace benefits.

Manage Risk

Protect against unexpected events and prepare your overall portfolio for financial risks.

Accumulate Wealth

Leverage current investments and your asset allocation to support your short and long-term goals.

Control Your Taxes

Evaluate advanced tax reduction strategies to mitigate the tax implications of your investments.

Plan For Retirement

Create a clear picture of your goals for retirement and optimize your current situation.

Leave A Legacy

Give purpose to your financial legacy and install financial security for your family.

Leave A Legacy

Give purpose to your financial legacy and install financial security for your family.

Your team of financial advisors will work with you to build out a robust financial and cash flow plan for today and tomorrow.

Financial Planning Process – What to Expect?

We know your time is limited, but here are the important topics we cover during the financial planning process.

Introductory Meeting

Introductory
Meeting

We start our process with an introductory meeting where we can get to know each other and determine if our service area is a good fit for your situation in terms of background, priorities, process, fee structure, etc.

Discovery Meeting

Discovery
Meeting

An opportunity for us to ask detailed questions, discuss financial goals, opportunities, threats, and potential strategies.

Plan Presentation

Plan
Presentation

We will present a plan based on your goals and our recommendations. You will have an opportunity to ask questions or express concerns.

Finalize And Implement

Finalize And
Implement

Your financial plan is set! If applicable, accounts are moved and final steps are taken, single sign on account access is established.

Systematic Reviews

Systematic
Reviews

Depending on your plan, we meet regularly to review and edit as needed. No matter what, we are always available to chat!

What Makes LRVS Advisory
Group Unique? 

Hand shake Wealth Services

Independent & Fiduciary Wealth Advisors

With so many wonderful investment, insurance, and planning options, the LRVS Advisory Group is equipped to help implement thousands of strategies customized to client needs, goals, and situations. The wealth advisors are independent fiduciary advisors not confined to particular companies or custodians.

The team is constantly finding and utilizing the best solutions for each client’s needs. The LRVS advisors have flexibility to work with clients in a variety of ways, which allows them to provide unbiased advice in a fiduciary capacity.

Innovative

The LRVS Advisory Group is dedicated to staying up to date with the newest investment strategies, technology, and software to provide clients with the most innovative experience.  

The financial advisors are constantly learning and adapting to the changing world. The team continually monitors legislative changes, economic trends, unexpected events as well as macro and micro dynamics to help clients.

LRVS Innovative
Your Personal Chief Financial Officer (CFO)

Your Personal Chief Financial Officer (CFO)

Advisors at LRVS integrate all three areas of financial planning: the financial, the personal,and the professional. Clients lean on us to act as their family CFO.  

Our personal concierge approach to wealth management includes integrating a network of trusted, recommended professionals such as accountants, estate attorneys, and mortgage brokers, to ensure that every aspect of wealth management and financial planning is integrated into your overall plan.

You may still have some questions
about our approach or our firm.

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