The LBMC Advantage
Clients can often have complicated financial planning needs. At LBMC Investment Advisors, LLC, we consider all the components that affect your financial well-being. Income management. Investment planning. Tax considerations. Estate and gift laws. Your goals, your dreams, and your family.
Our investment expertise, combined with our in-depth knowledge of the relevant income tax and estate and gift tax laws, truly gives us a complete perspective in providing comprehensive solutions. Clients quickly recognize the synergies that come from having their investments coordinated with their tax situation. This approach enabled LBMC Investment Advisors to be recognized as one of the fastest growing advisory firms in the country by Bloomberg Publications and a “Best Managed Practice” by Moss Adams. Because we continually look for ways to add value to our relationship with you, we developed the Investment Check-up.
Many investors realize that there may be problem areas in their portfolio and don’t have a clear picture of where they are now. As such, LBMC Investment Advisors begins each client relationship with an INVESTMENT CHECK UP - a service to benefit those clients who are unsure of the nature of the assets they have and how those assets fit together. LBMC Investment Advisors assists our clients in creating, implementing and understanding their investment strategy.