Financial & Investment Planning

By: Lane Hipple Schill - Wealth Management Group  07/15/2015
Keywords: Estate Planning, Wealth Preservation, Wealth Planning

INVESTMENT ADVISORY SERVICES: Our firm is an independent Registered Investment Advisor and has partnered with Schwab Advisor Services to provide investment advisory services on a "fee-only" basis for our clients. Our firm utilizes a fundamental approach of managing assets founded on extensive academic research into capital markets with a concentration on the relationship between risk and reward. Quite simply, the greater the acceptable level of risk, the greater return on capital an investor should receive. Our role as investment advisors is to help our clients identify an acceptable level of risk given their overall objectives and then build a portfolio that will maintain the risk profile while providing commensurate returns. PLANNING: Careful planning is key to achieving your financial goals. Our professionals will evaluate your situation and help you determine which strategies are right for you. RETIREMENT PLANS WITH A DIFFERENCE: At Lane Bridgers Schill, we are committed to working with successful businesses to create "win-win" retirement plans. We partner with you to construct a retirement plan designed to meet your unique needs. The result is an overall retirement plan strategy that fully integrates your needs while providing a valuable employee benefit.

Keywords: College Financial Planning, Estate Planning, Family Wealth Planning, IRA Distribution Planning, Qualified Retirement Plans, Retirement Plannning, Wealth Planning, Wealth Preservation,

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