Retirement/Employee Benefit Services

(Plan Design and Implementation)

• Qualified Retirement Plans
• IRA Rollovers, 401(k), Super Comparability
• Safe Harbor 401(k), Age Weighted and New Comparability, SIMPLE IRA, Simplified Employee Pension (SEP), Profit Sharing, Money Purchase, 403(b), 403(b)7, Tax Sheltered Annuities, Education IRA, Traditional IRA, Roth IRA, Defined Benefit Pension, Stretch IRA
• Non qualified Retirement Plans
• Group Benefits
• Health Insurance, Life Insurance, Short-term Disability, Long-term Disability, Long-term Care, Cafeteria Plans
• Third Party Administrator

For more information concerning Retirement/Employee Benefit Services visit us at www.lgt-fa.com.

Investment Management Services

(Plan Design and Implementation)

• Private Asset Management
• Customized Portfolios
• Stock Diversification Strategies
• Institutional Asset Management
• Tax Managed Investing
• Charitable Giving
• Charitable Gift Funds
• Fixed Income Solutions
• International Investment Strategies
• Offshore Investment Strategies
• Mutual Funds, Stocks, Bonds
• Fixed, Index and Variable Annuities
• Asset Allocation Planning
• Retirement Planning
• Education Funding Strategies

For more information concerning Investment Management Services visit us at www.lgt-fa.com.

Estate Planning Services

(Plan Design and Implementation)

• Wealth Transfer Strategies
• Gift Planning
• Estate Liquidity and Funding

For more information concerning Estate Planning Services visit us at www.lgt-fa.com.

Insurance Services

(Plan Design and Implementation)

• Individual Insurance
• Life Insurance, Disability Income, Long-term Care
• International Insurance
• High Limit Disability Insurance

For more information concerning Insurance Services visit us at www.lgt-fa.com.

Advanced Planning Services

(Plan Design and Implementation)

• IRA Distribution Planning
• Required Distributions (RMDs)
• Beneficiary Planning, Roth Conversions
• Stretch IRA
• Corporate Owned Life Insurance
• Stock Option Planning and Exercise

For more information concerning Advanced Planning Services visit us at www.lgt-fa.com.

Business Consulting Services

(Plan Design and Implementation)

• Business Valuation
• Buy-Sell Funding
• Deferred Compensation
• Key Executive Strategies
• Supplemental Retirement Planning
• Business Succession

For more information concerning Business Consulting Services visit us at www.lgt-fa.com.