Back to Top
  • Established Family

    Families with older children need a wise cash flow management plan to help contend with rising expenses.

  • Protecting your family

    No financial strategy is complete without a plan to protect loved one from financial loss.

  • Your investments

    Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

  • Your Legacy

    A detailed estate plan creates a legacy that can benefit your heirs in many ways.

  • Your Retirement

    Retirement today comes with many possibilities. We can help you make the most of every opportunity.

  • Young family

    A wise financial strategy can help keep a growing family on track during all the "growing-up" years.

  • Established Family

    Family's with older children need a wise cash flow management plan to help contend with rising expenses.

  • Retiree

    Careful planning can help ensure the highest income level to make your retirement dreams a reality.

  • Starting Out

    Starting out with a firm financial foundation is a great strategy for building a solid relationship.

  • Your child's education

    Few things in life are more rewarding than helping the next generation get a great education.

  • Single

    When life situations change a good financial strategy can help to lower the stress.

  • Income Tax Planning

    Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.

  • Running a Business

    Running a successful business can be one of life's most rewarding experiences.

Mission Statement

LBC Wealth Strategies exists to help people create wealth through education and habit so they are able to derive income in retirement with dignity.

Values

Respect

Mutual respect will be demonstrated between LBC Wealth Startegies and clients in all interactions.

Trust

Actions undertaken by LBC Wealth Strategies will at all times be based on developing the trust of our clients, associates and others that we interact with.

Integrity

LBC Wealth Strategies will at all times demonstrate integrity in our actions with a focus on assisting clients attaining their financial objectives.

Dignity

All clients will be treated with dignity respecting their individual circumstances, objectives and achievements.

Lasting Relationships are Valued

Based on demonstrating respect, achieving trust, practicing integrity and approaching all clients with dignity; lasting and meaningful relationships will be achieved with clients and their families.

Dealer

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

Retirement