Average Retirement Age Leveling
Article credit and referenced, Average Retirement Age Holds Steady – Center for Retirement Research. https://crr.bc.edu/average-retirement-...
11 March, 2015 No comment
WHO WE ARE
LBG Advisor (AKA Liberty Benefits Group LLC) is a California investment advisory firm offering personalized and wealth management services. We recommend actionable advise that’s comprehensive and transparent. Our experienced professionals are ready to design your personal strategy. In addition, our custodian relationships offer the latest in technology and brokerage type account services. Let us manage the difficult responsibilities so you can enjoy the benefits and rewards of success.
Efficient
Our custodian offers secure online portal with access 24/7 so you can track you holdings.
Automated
Daily account balances with gain/loss per holding, account statements and tax information.
Holistic
Comprehensive retirement, wealth management, and legacy strategies that are sensible.
ABOUT US
Good things happen when innovation and financial services community come together.
LBG Advisor have one goal in mind… To build a better experience for families regarding money management. Our firm utilizes leading industry technology combined with objective financial advice. Let us help you navigate the complexities of financial planning. With our client-centric business model, LBG Advisor is simplifying traditional financial services landscape.
Ask yourself these three simple questions presented on the right. Score yourself 1-100%. Navigating your retirement may allow you to enjoy more today and leave more for your loved ones tomorrow.
We believe in the power of technology to change the financial industry, making it more accessible, affordable, and transparent. A combination of the right tools, investment research and custodian platforms make client objectives more achievable. This personalized approach can simplify the difficulties associated with wealth management, while providing peace of mind for your family.
Graph Is For Illustration Purpose Only Your Results May Vary
ADVISOR
J Darren Goodman
Investment Advisor RepresentativeINVESTMENT QUOTES
OUR WORK
- All
- Business
- Market
Whats In The Numbers
Market
Organize and Simplify
Market
Retirement
Market
Riskalyze Analytics
Market
Retirement 6
Market
Retirement 7
Market
Retirement 8
MarketSERVICES
PORTFOLIO DESIGN
Tailored to your personal core values, needs, goals, time horizon, and risk profile. A Road Map that's easy to understand and sensible to follow. Helping you see tomorrow... today.
WEALTH MANAGEMENT
Complex estates are always evolving in size, composition and location. Comprehensive planning looks at all aspects of your wealth. Holding type, location, taxation, growth rates and structures. Our advisory firm centralizes your assets.
ASSET MODELING
Diversifying portfolio between traditional asset classes. Understanding various risks while enhancing overall returns. Our leading custodians offer industry leading technology for all levels of investors .
RETIREMENT
Which retirement account is right for you? Traditional IRA's, Roth IRA, 401k, SEP, DBP's or 403b. We can help you understand the various options regarding rollovers, exchanges and early withdraws. Discover which account is best for you now and in the future.
INCOME
Income distributions from Qualified and Non-qualified accounts must address inflation and be tax efficient. Income and expenses change over time requiring ongoing monitoring of Social Security Income, Dividends and Interest income sources.
ESTATE PLANNING
Preserving your family legacy for present and future generations. Properly structured planning documents are essential to protect and preserve your family wealth while addressing conservatorship, probate avoidance, philanthropy in estate management.
CLIENTS WANT FROM A FINANCIAL ADVISOR
FROM OUR BLOG
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College Savings in 2015
5 Tips for Saving for College in 2015 ThinkAdvisor. https://www.thinkadvisor.com/2015/03/05/5-tips-for-saving-for-college-in-2015 529 plan...
11 March, 2015 No comment -
Mutual Funds Great Comeback
Average returns in the six major fund groups have topped 21% a year since the worst of the financial crisis. Repost of Article The Great Mu...
11 March, 2015 No comment
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Top 6 Interesting Tax Loopholes
A list of some of the strangest gaps in the U.S. Tax code Article referenced and/or accepts for full article Top 6 Weirdest Tax Loopholes |...
11 March, 2015 No comment -
Three Reasons Asset Protection Is Right For You
Asset Protection Strategies Legal Tools. Warning this article is for information only and not intended for legal, tax or financial advise. ...
22 July, 2019 No comment -
Searching for Alpha The Role of Cash
Cash has become another four-letter word for some investors. Sure, it doesn’t earn anything – slightly less than the yield on high-quality,...
03 March, 2015 No comment
HISTORICAL
68
MUTUAL FUNDS IN 1940 (The Economic and Business History Society 2010)
25,5
25.5 TRILLION (USD) US MUTUAL FUNDS (Statista Research Dept Jun 2024)
81
1915 DOW GREATEST RETURN 81.66% (Statista Research Dept. 5/2024)
132
LONGEST BULL MARKET IN MONTHS MARCH 2009-FEB 2020 (Forbes Aug 2023)
PROCESS
Objective is build a personalized investment approach. Understand your present needs and future priorities. Monitor capital markets and economic events and how these impact your retirement plans.
DISCUSS
Success starts with discussion. What does retirement look like? How much money will be need? How long will savings need to last? Will you have enough income to realize your retirement dreams?
DISCOVER
Discover various types of investments, asset blends and suitable characteristics. Learn which investment types would fit your objectives, investments to avoid and apply realistic expectations?
DESIGN
Client-centric investment strategies must be cohesive, sensible, and transparent. A coefficient strategy minimizes asset overlapping while balancing risk and reward.
DEVELOP
Holistic aligned of your present needs and future goals. Develop an ensemble of holdings, asset classes with history of performance and offering sensible growth on pace with major indices.
DEPLOY
Planning ahead of curves, turns and changes while understanding your retirement path. Deploy recommendations for probability, profitability, and changing economic course. Planning ahead of the turns or curves helps straighten your retirement path.
CONNECTION
The financial service industry is evolving with smart technology. Transformative innovations are becoming the core of financial service platforms. These innovations will put client convenience as a focal point.
DASHBOARD
An important part of your financial life… Knowing what you have and where it is. While in your office, at home or on the go… Stay up-to-date and in control. Our platform is compatible with all smart devices.
CONTACT US
8050 N Palm Ave Ste 300 Fresno CA 93711
800-733-8089
866-919-2265
info@lbgadvisor.com
CONTACT OUR OFFICE
LBG Advisor values your input and comments. If you would like more information on how to become a client or you have questions related to our investment advice, please fill out or contact form. Please note that all required fields must be filled in before submitting form.
Our Office Hours:
Monday – Friday 8:00am-4:30pm (Pacific Std Time) Please note our office is closed on all banking and major holidays.
If your request is regarding our staff or advisors one of our administrators will contact you within 48 hours of receiving your submitted contact.
Attention: NO TRADES or TRADE INFORMATION will be received or acted upon through our contact form or voice mail. You are REQUIRED to contact our offices during normal business hours to place all trades with your investment advisor.
Client Forms and Information
Attention: Business Continuation Plan