A Financial Advisory Group focused on achieving client’s financial goals with steady, reliable returns, and capital preservation strategies.
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Loucks & Weaver Financial Advisory Group is a small, passionate team that specializes in a broad range of financial planning services, investment management tactics, estate planning and tax reduction strategies. We are founded on the idea of trust and loyalty-we strive to keep things honest, focused and thoughtful.
Loucks & Weaver Financial Advisory Group create a unique financial plan to fit each individual's investment profile. From wealth accumulation to tax reduction strategies, we have you covered.
Whether you are seeking steady growth for wealth accumulation or seeking reliable income during retirement, we will formulate a plan to help reach your goals, objectives, and risk tolerance.
We are committed to helping individuals establish sophisticated, yet easy to understand, solutions for protecting and preserving your wealth while minimizing tax exposure.
With employee backgrounds as CPA’s, tax planners and advisors, we contain a unique perspective to provide you solutions to minimize taxes now but also in the future. Retain more of your hard-earned wages!
We understand that the details matter. That’s why we take time to learn more about you and your financial goals to carefully plan a financial strategy tailored to your specific needs and situation.
Our strategies are a comprehensive map exclusively designed for you to navigate to future financial success. To create your map, Loucks & Weaver Financial must conduct a thorough analysis of your goals, all current assets, as well as personal property, liabilities, taxation, and estate planning.
Our goal is to offer client’s an array of investment options to help maximize their portfolios. We execute each strategy with the client's best interest in mind because we strive to see our clients succeed.
Loucks & Weaver Financial Advisory Group provides clients access to professional money managers that are not available through traditional brokers. We aim to find the most effective money managers to help build your portfolio.
We take pride in furthering our education at Loucks & Weaver Financial Advisory Group. We proactively seek options to continue learning to ensure our team is equipped with the necessary knowledge to make smart and concise decisions for our clients.
Still not sure if we’re the best fit for you? Feel free to check out more information about our services or team members. If you are ready to take the next step, we would love to hear from you! Give us a call or drop us an email. We'll be happy to answer any questions you may have.
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