& ADVANCED ESTATE PLANNING STRATEGIES
Grow and preserve your wealth.
Are you getting the guidance you deserve?
You want the confidence and peace of mind that comes from financial security, but you worry:
Am I saving enough to fund a healthy retirement?
Are my investments fully optimized and strategically aligned to meet my goals?
What advanced tax planning opportunities am I missing?
Are the financial, legal, and personal aspects of my estate plan in order?
With so much at stake, the uncertainty about having a comprehensive financial strategy can be daunting.
You deserve guidance that truly leads the way to a confident future.
Turn to a trusted partner.
At LoVasco, we work closely with you and your family to create a custom roadmap to grow and preserve your wealth. Aligning our objectives to your goals, we provide guidance on even those strategies you may not be currently considering.
Here’s how we help people like you.
01
Investment Management
Personalized portfolios.
Conflict-free fiduciary advice.
Every client's portfolio is uniquely crafted to reflect their specific financial objectives. Our investment strategies are designed to maximize the likelihood of achieving your targets. We offer a balanced mix of investment options and tax-efficient strategies to promote sustainable long-term growth while providing short-term stability. As your circumstances change, we will continuously review and adjust your portfolio to stay in sync with your evolving goals.
02
Financial Planning
Give the gift of financial security to your loved ones.
We prioritize listening first, striving to understand your goals, dreams, and ambitions. This allows us to offer personalized, informed advice, create a strategic plan, and implement solutions that guide you toward your best financial future.
03
Strategic Tax Planning
More proactive. Less reactive.
Tax regulations are intricate and constantly evolving. Therefore, we consider potential tax impacts with every decision we make for you. Working closely with your CPA, we blend personalized tax guidance with your comprehensive wealth management and financial planning strategies. This ensures that all elements of your financial life are coordinated to maximize your wealth.
04
Estate Planning
Protect your legacy...and more!
Estate planning is about much more than protecting assets — it’s protecting legacy.
Working with your legal team, we'll help you design an estate plan that avoids probate, reduces or eliminates taxes due at death, shields your assets from potential creditors, and provides liquidity for your beneficiaries. Our goal is to help you ensure what you have goes to who you want, when you want, and how you want.
05
Business Succession Planning
Where does your life’s work go from here?
As seasoned business succession consultants, we can help you solidify an insurance-driven plan that helps mitigate risks and safeguards the people you care about—no matter what. We work with your other financial and legal professionals to design or evaluate a business succession plan that helps you achieve your goals.
Our process is designed to build financial plans that stand the test of time.
Here's what you can expect from us.
We listen.
In an initial meeting, we’ll listen carefully to your goals and concerns and gather detailed information to craft each layer of a strategic financial plan for you, your family, and even your business. We will work with you to define specific, measurable financial goals, such as retirement planning, saving for education, or debt reduction.
We leverage.
After carefully analyzing your financial data to identify strengths, weaknesses, and opportunities for improvement, we create a customized financial plan that outlines strategies for achieving those goals, considering factors like risk tolerance and time horizon.
We launch.
Finally, we work with you and our partners to implement the plans, policies, portfolios and programs to help you realize all of your personal and professional goals.
