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19th Ave New York, NY 95822, USA
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How We Help You

Support Your Clients. Grow Your Business.​​

Help Your Clients Achieve Their Financial Goals

Your Business. Our Support.

If you are a financial advisor, your primary focus – the thing you do best – is meeting with your clients and helping them to achieve their financial goals. It all boils down to that.

But it is also a business, one that needs to grow, and one that needs deal with all the usual things that financial firms must do: back-office paperwork, technology, marketing, lead generation, compliance, and so much more. And while you may excel at developing financial strategies and helping your clients with their goals, all the rest of the necessary jobs may simply not lie in your area of expertise.

This is where LCG Financial Partners can help.

Support For All Aspects of Your Business

The freedom to maximize your client interactions and to do what you do best: dispense the best financial advice. 

The Bucket Strategy® and financial planning support

A direct line of communication with Portfolio Managers

Back-office support and ongoing collaboration for improved office workflows

Participation in lead generation and personalized marketing strategies

All technology support (email domain, administration, software, hardware, cyber, etc.)​ 

Assistance with a succession strategy

Advisor Support

Focus on your clients

Dedicated professionals delivering exceptional advisor and client support are the centerpieces of our success, from transition to day-to-day service.

See How

A Customized Investment Platform

Managed portfolios. Direct access to portfolio managers. Turnkey modeling.

Technology

Actionable advice right at your fingertips

Streamline your workflow to better serve your clients. Modernize your business and get the tools you need to easily demonstrate value and anticipate client needs.

Get Modernized

Marketing

Your potential unleashed

We’ll help you build your brand and stay in front of clients. When you partner with LCG Financial Partners, you’ll enjoy direct access to our in-house team of marketing professionals. Need to rebuild your website? We can help. Need a new video for social media? We’ll take care of that. We’ll help you create engaging content that’s designed to retain clients and convert new prospects. Digital marketing, print marketing, in-office studio, and in-house production team, the sky’s the limit.  

Unleash Your Potential

Succession Planning

Plan for the future
  • Receive premium valuation for your practice
  • Choose your retirement timeline and payout structure
  • Handpick your own successor
  • Ensure seamless transition for your clients with our experienced team
See Your Potential Future

Level Up Your Practice

Take the first step to realizing the true potential of your business.
A simple conversation can change the trajectory of your future and it all starts by filling out the form on this page. Once we review your information, a member of our business development team will reach out to you to discuss your plans. We’ll want to hear your story and learn how you fit into our program. It’s easy. 
 
Fill out the form on this page, and we’ll take care of the rest. 
 

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