Fee-Based Financial Planning

Accumulation Planning Analysis Report

Personalized review to determine needs and goals that should be addressed in order to acquire the desired item or asset.

Estate Planning Analysis Report

Personalized report that analyzes the cash flow that will be needed to support the client's level of desired lifestyle for the duration of his or her remaining years of life as well as the amount of estate he or she wishes to leave behind for any beneficiary.

Retirement Planning Analysis Report

Allows LCORE's financial planners to determine if you are on track toward your retirement and financial goals.  At LCORE, we are happy to analyze your retirement planning to determine if your plan requires modification.

Education Planning Analysis Report

Personalized report designed to evaluate the cost and funding required to pay for a child or grandchild's education.