Our Disciplines

Creating clarity from confusion

At Lob Planning Group, we use the Financial Planning process to identify your goals, strengths and limitations so we can properly manage your resources. As your partner, we will explore your personal and financial goals and objectives to develop a roadmap for you to follow.

Our CERTIFIED FINANCIAL PLANNER™ Professionals draw upon extensive and ongoing training and their own life experiences to help clients:

  • Plan for retirement.
  • Develop effective estate and family protection plans.
  • Procure life, disability and long term care insurance.
  • Manage family trusts and foundations.
  • Charitable Giving: Where appropriate, we will show you how charitable giving can generate income and preserve your family’s wealth.
  • Divorce: We work with individuals and couples in all stages of the divorce process.

Let us be your partner to help pursue your goals. Please contact us for a consultation.