The Future Starts Now

Pursue your goals and dreams knowing that your resources are
hard at work.


Families & Individuals

Put away today for happiness and comfort tomorrow


Building for the future of your business and employees

We collaborate with clients to create personalized financial strategies and solutions to help them build the futures that they dream about.

Start building the future you want. With LG Planning Group and our partners you get access to a full suite of Financial Planning and Business Solutions for you, your business, your employees and your families. Our extensive experience in everything from navigating investment markets and innovative planning solutions for high net worth individuals to 401(k) and Pension Planning to Business Transition and Exit Planning allows us to provide cost effective solutions and help our clients achieve financial independence and success.


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