When it comes to money and investing, a lot of people fall into the same trap: chasing what’s “hot” right now. If …
LBC Wealth Strategies exists to help people create wealth through education and habit so they are able to derive income in retirement with dignity.
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.
Recent Articles
When it comes to money and investing, a lot of people fall into the same trap: chasing what’s “hot” right now. If …
Running a small business is exciting and rewarding—but it also comes with plenty of challenges. Between managing cash flow, building your client …
Ted and Martha had always planned well for retirement—about $600,000 in their RRIFs, which gave them nearly $4,000 a month before taxes. …
You have worked all your life and saved for retirement. What other planning work could possibly...
After years of living the “rat race”, you are looking forward to the day when you can start living on...
You get home from work, your spouse is tired, and the baby just spilled spaghetti all over the...
During the last market downturn a few years ago, retirees who had all their assets in equities saw their...
First you were putting on their diapers. Then you walked them to their kindergarten...
Without barely a moment’s thought, you would protect your family from an immediate threat. But would you...