L&G Tips: Managing investment opportunities Every contractor has been faced with decisions regarding investing, life insurance and other financial needs. At Large and Gilbert, with our unique view of your tax and financial picture, we have the insight to offer you more than any other advisor when it comes to these decisions. As a service to your business, we offer 401(k), profit sharing and asset management plans through L&G Financial Services. These plans are excellent employee hiring and retention tools and can be designed to benefit you as the company’s owner. L & G Financial Services also provides individual wealth management solutions. We offer managed brokerage accounts, IRA’s, custodial accounts, insurance sales & analysis, and comprehensive financial planning advice. We would be pleased to talk with you about any of your needs. Sincerely, Securities Offered Through Triad Advisors, Inc. Member NASD/SIPC L&G Mission Statement: To help our clients and our staff achieve financial success and retire comfortably. |
