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Getting the maximum leverage for your finances requires expertise and skill. At Lyke Financial we offer extensive resources to build upon your financial base.
We alleviate concerns, like:
Underperforming investments?
We help our clients with investing strategies that increase their returns.
Overpaying on your taxes?
We help our clients with tax strategies that free up more income.
Our advisors offer financial management solutions to assist with each phase of life, from college planning to estate planning. You receive customized, comprehensive plans to guide your financial decisions and direction.
Investments
The economic climate is always changing. Getting ahead of the changes and making smart, strategic investing decisions is essential. Our experts provide timely, professional advice to strengthen your portfolio.
Retirement Planning
Looking toward future earnings in retirement can cause different reactions: angst or calm. At Lyke Financial, we actively manage your retirement plan so that you can confidently look at your future earnings with excitement.
Insurance
When you’ve worked hard to accumulate assets and savings, you want to protect them against unplanned circumstances. We put a safety net around your money with reliable life insurance and long-term care policies.
Our financial services put you at at the forefront of investing and retirement planning. We offer investing options that lower your cost and produce better returns.
During every step of the process, our team makes the right decisions for you. We are fee only advisors, not commission-based, so we give you honest advice with your best interest in mind. We also conduct an initial portfolio analysis to ensure your funds are functioning at the highest level possible.
We are committed to partnering with you for a secure future. Contact an advisor to see how we can make a difference in your financial planning.