LoVasco Announces Addition of Full-Service Suite of Wealth Management and Financial Planning Offerings for Individual Investors

I suppose that, in some ways, I’ve been in the strategic financial planning business for more than four decades. Though it’s not necessarily how I would have historically defined myself, I’ve heard from enough clients over the years that this is how they’ve described me to friends, families, and colleagues.

Now, we as a firm have decided to make it official, as we announce today the formation of our full-service suite of wealth management services to provide strategic guidance for individuals, their families, and their businesses (for those who own them), to include:

• Investment Management
• Financial Planning
• Strategic Tax Planning
• Estate Planning
• Business Success Planning

LEARN MORE ABOUT OUR CONCIERGE-LEVEL FINANCIAL ADVICE & ADVANCED ESTATE PLANNING STRATEGIES HERE:
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An Announcement 40 Years in the Making

Many of you might know me as the “life insurance guy.” Through much of my career, I’ve embraced this title. I’ve always seen advanced life insurance strategies as powerful tools for addressing complex estate planning and business succession challenges. At the center of most of my client relationships was a big-picture strategic plan that maximized the diverse benefits that life insurance provides, offering the financial security, confidence, and peace of mind that comes with it. But it was always about that big picture.

In guiding clients through life’s journeys, so often other questions would arise. I was flattered that clients would turn to me for guidance on matters that were, technically, outside of my core knowledge, but for whom I could refer trusted partners and vetted advisors to offer a broader range of planning and investment support to my valued clients. I was always humbled that such clients would place their trust in me, even if it were ultimately someone else providing the actual service or advice that my client needed.

Over the years, and my career that has spanned four iterations of consultancies, the questions and requests became increasingly common…and increasingly all-encompassing. It was no longer just about life insurance; it was about life more generally. Dreams. Visions for the future. Concerns and questions about the present or uncertain futures.  

Finally, I understood this recurring persuasion to be a calling: for me and the LoVasco brand to officially offer what my clients have been seeking all along, and in many cases, considering us to be already.

Are You Getting the Guidance You Deserve?

Given the fact that we’ve been working with individual investors for as long as we’ve been partnering with companies to help them oversee their employee retirement programs (401(k), 403(b), pensions, etc.), this was always a natural evolution of our organization and our team. With more than a billion dollars of assets under management, my team and I have gained significant institutional knowledge of financial planning strategies and disciplined portfolio modeling and management. Combining that history and institutional knowledge with the estate planning knowledge and experience we’ve delivered for more than four decades makes today feels like a natural evolution, culminating in an advisory model that was always meant to be.  

It’s true that I’ve always taken a holistic view of the broader financial needs of my clients — well beyond whatever policy or product I was in the business of providing. Without that full consideration, an insurance policy is only a product, when it should be one piece to a purposeful puzzle that solves the questions and concerns that face so many of us:

• 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?

Maybe you’re already receiving the best financial guidance and support the market has to offer. If so, congratulations. But if there’s any doubt in your mind that you’re missing out on something, I would be honored to offer a no-cost, no-obligation review of your financial situation to see if there’s anything else you should be considering in order to create a custom roadmap to grow and preserve your wealth.

Simply send me an email, give me a phone call, or schedule some time via this link. I would be happy to get on your calendar. Even if you just want to catch up and discuss what’s new in each of our worlds, I’d look forward to chatting with you.  

If you so choose, in our initial meeting, I’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. After carefully analyzing your financial picture to identify strengths, weaknesses, and opportunities for improvement, I would create a customized financial plan that outlines strategies for achieving those goals, considering myriad factors, like risk tolerance, time horizon, tax planning considerations, among much more. If we both agree that we can help you, we would 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.  

START THE CONVERSATION →  

To clarify, this isn’t a pivot to a new direction; this is an addition of more services to serve more families like yours. In reality, it’s merely a formal introduction of something that has always been in my DNA as a big-picture financial strategist.  

I look forward to our next conversation and to see if I can help you protect and preserve everything you value most.

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