We believe that successful financial planning begins with trust and develops into a long-term relationship with our clients. This belief is why, at Strong Gaddy Lee, our process begins with having a conversation with you about your values, your priorities and your dreams.
Once your goals have been identified, we serve as your financial life consultants by helping to determine not only the right time to make changes to your investment portfolio and savings, but also assist you with putting together other pieces of your total financial picture with such items as:
Assessing your life insurance needs, analyzing current policies and/or quoting suitable life insurance policies
Coordinating your access to lending services
Estate investment management and beneficiary reviews to ensure they align with their will
Analyzing your investments to help minimize tax liability
Analyzing education funding needs and solutions
We also have the knowledge and expertise to help identify and plan for life’s “blind spots,” those unexpected financial bumps in life’s journey that may cause a decline in your financial security. Blind spots may include:
A car accident
Caring for an aging parent
Finally, we provide our clients with ongoing monitoring and reviews, including:
Financial Planning Process
Securities offered through LPL Financial, member FINRA / SIPC. Advisory services offered through IFG Advisory LLC, a registered investment advisor. IFG Advisory LLC and Strong, Gaddy, Lee Wealth Management Group are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and / or transact securities business with residents of the following states: Georgia.