Lifetime financial growth of Evansville, IN
financial Planning & insurance solutions that transforms lives
Financial Planning | Retirement | Life Insurance | Disability Income
We believe that every individual & family deserves the peace of mind that comes from knowing that their future is secure. That's why our unique approach is centered around securing protection first and then creating financial plans that are tailored to meet the unique needs and goals of each client. Secure then transform.
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We are committed to empowering individuals, families, and businesses to achieve their financial goals. Our team is dedicated to providing personalized financial planning and wealth management services tailored to your unique needs and aspirations. We believe in building long-term relationships based on trust, integrity, and transparency. We are committed to building your financial confidence.
Our proprietary approach to financial planning makes us Evansville's premiere choice for wealth management, life insurance, and disability insurance.
PROTECTION
FIRST
PHILOSOPHY
We strongly believe in pairing life insurance and disability income insurance with retirement plans to create comprehensive financial plans. Our mission is to protect our clients' valuable assets and ensuring their financial security for years to come.
The Living Balance Sheet® is an interactive web-based tool guided by a powerful philosophy to financial decision making. LBS offer a holistic overview of your personalized financial picture-and journey - all in one place. Client results often include comprehensive protection, enhanced asset strategies, and more effective savings.
Our VALUES
Our firm ranks among the top financial services firms in the country because we work tirelessly to do the right thing. Our clients best interest is our top priority; and protecting our clients and their families our greatest responsibility.
We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future. The focus of LFG centers on our clients' vision for their future to create a lasting impact on their wealth potential.
As an agency of The Guardian Life Insurance Company, LFG is proud to help our clients put the necessary protections in place to help protect the future of their loved ones and their businesses. We're also privileged to help those same individuals build long-term financial stability for themselves and their families.
"You First"
Approach
We are committed to providing excellent service through our innovative financial process and product design to help our clients reach their financial objectives in the creation, maximation, protection and enjoyment of wealth by advocating for them to make informed financial decisions.
PROTECTÂ Â INVESTÂ Â ACHIEVE
RECENT NEWS
JANUARY 3, 2025
SEPTEMBER 29, 2024