If you are a successful individual or business owner looking for an insurance and financial advisor, you are in the right place. L.I.K. & Associates purpose is to create and preserve 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 process 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.
L.I.K. & Associates provides key financial planning solutions for both business owners and individuals. We work closely with each of our clients to achieve often exceed their goals with creative, low risk and sound financial structures.
Our associates consist of experienced professionals with a “hands on” pro-active approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our Associates truly care about making your financial dreams a reality. We are here to assist in your planning for a more secure and proactive future.