Lob Planning Group

Financial ServicesNew York, United States0-1 Employees

Worried about retirement? Need an estate plan? Worried about the efficient transfer of your assets at death? Estate taxes? Considering creating a charitable legacy? Considering the purchase of a home or second home? Desire to fund child/grandchild’s education? We will help ensure that your investments are aligned with your goals. Whether you are a conservative or more aggressive investor, if you are seeking growth or need to generate income, we will build the portfolio suitable for you. Whether you are an individual, family unit, trust entity or corporate entity, we will design the portfolio that suits you best. Lob Planning Group can help you chart a course and adapt to changing conditions and tax laws. We use sophisticated investment tools and strategies to help us take advantage of strong markets and help reduce exposure in adverse conditions. We strive to find the strongest areas of the market so you are not simply “in the market” but invested wisely. Our philosophy is simple. We prize growth, but believe it should be pursued at reasonable prices. We recognize that keeping internal costs low will aid our clients’ long term success. And we believe it’s critical to watch for the development of conditions that can harm a portfolio – and the transitions to and from them. We believe that successful investment management requires clearly defined purposes, constant, close attention to detail and the discipline to act (or not act) on the facts before us. If this approach resonates with you, contact us for a consultation. Let us show you how your money can work harder, smarter and with purpose.

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