01. Financial Planning

Loucks & Weaver Financial Advisory Group creates a unique financial plan to fit each individual’s investment profile based on age, financial goals, and risk tolerance. Areas of professional specialty:

• Wealth accumulation (retirement planning)
• Tax reduction strategies on income and social security
• IRA (Individual Retirement Account)
• 401(k)/403(b) pension rollovers
• Roth IRA Conversions
• Beneficiary designation & wealth transfer
• Life and long term care insurance
• Annuities

02. Investment Management

We specialize in building portfolios customized to each individual’s goals, objectives and risk tolerance. Whether the client is in need of investment safety, while reducing taxes and achieving steady growth for accumulation or is seeking reliable income during retirement, we have access to many different investment options including professional money managers who monitor current market conditions and can make adjustments as necessary to keep you on course.

03. Tax Planning

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!