1990 Main Street,
Lashley Wealth Management works with individuals, families, corporate executives, and business owners in many areas, including:
Retirement Planning | We can guide you toward making the most of your employer-sponsored retirement plans and IRAs, determining how much you need to retire comfortably and assisting you with managing assets before and during retirement.
Tax Management | In developing tax-efficient investment strategies, we are fully comfortable working with your trusted professionals or referring you to qualified tax specialists.
Estate Planning | We do also work with estate planning and trust specialists to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs, and coordinate with your tax and legal advisors.
Education Funding | For families looking ahead to the future, we will provide recommendations for investment and accumulation strategies to help you pay for your children's or grandchildren's education.
Risk Management | Our team can help you review your existing insurance policies.
Investments | In determining your asset allocation needs, we can help you understand your risk tolerance while also recommending the appropriate investment strategies to help you reach your goals.
Employee and Executive Benefits | Lashley Wealth Management can also assist your business in attracting and retaining qualified employees through benefit packages.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
Jeff@Lashleywm.com | 913.338.2400