About Larry Kleinmintz – WealthStrategist

L.I.K. & Associates purpose from founder Larry Kleinmintz aka the WealthStrategist is about creating and preserving the well being for both businesses and individuals. After speaking to us, you will be assured we are listening. We begin by determining your financial and personal goals. We can create a 7 Step plan that will help you achieve your goals. Wealth management is a not an easy process. Effective Wealth management involves two important components: First, managing your investments while preserving your wealth on a tax effective basis; Second and very important management of client emotions. Our goal is to create financial solutions while providing an extraordinary amount of personal proactive service.

It’s what we do that defines us!
To do the right thing for our clients always!

If you’d like some help with your business financial planning, speak to us.

We can help you get a full understanding of what you need to do to safeguard your future income – protecting yourself, your family and your company. Our Team can help you plan what you’d like to happen in the event of: selling your business, retirement, critical illness and death.
We have a comprehensive business protection proposition, so you can protect your business quickly, efficiently and with the certainty you need.

As well as protection, we would be happy to discuss all aspects of your business financial plans including: investment, corporate pensions and tax planning. However, whether you have a lump sum to invest, or want to save regularly, L.I.K. & Associates. can help you identify your attitude to risk and determine which investment solution is best for you.

Larry Kleinmintz