Wealth Management Services
Your financial journey starts here.
Do you need a comprehensive wealth management plan?
We leave no products or strategies off the table when it comes to helping our clients craft an optimal financial plan for their situation. Our firm is dedicated to a personalized, holistic, and creative approach to wealth management. We know one size doesn’t fit all. That’s why we take the time to get to know our clients individually. We use risk-tolerance assessment techniques to find out how comfortable our clients are with market risk. And we never ask them to invest at a level of risk that they aren’t comfortable with — never.
L&L Advisors adheres to a five-step plan of wealth management to better understand our client’s needs and how to help them as their journey to their retirement dream:
A Customized Portfolio for Your Financial Future
We identify a broad set of diversified asset classes to serve as the building blocks for your portfolio. Our approach evaluates each asset class on its potential for capital growth and income generation, volatility, correlation with the other asset classes (diversification), and inflation protection. Asset classes include:
- Stocks
- Bonds
- Cash
- Alternatives
- Insurance
Want to learn more from our advisors?
We want to hear from you and encourage you to stay in touch! L&L Advisors proudly serves clients in Salina, Kansas, as well as the greater Midwest, and we are here to answer any questions or concerns you may have.
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© 2024 L&L Advisors
*Levi Huncovsky offers Securities through CreativeOne Securities, LLC Member FINRA/SIPC.
**Levi Huncovsky, Tony Jennings, Dane Branfort & Luis Lovato offer Advisory Services through CreativeOne Wealth, LLC a Registered Investment Advisor.
L&L Advisors, Inc. is not affiliated with CreativeOne Securities, LLC or CreativeOne Wealth, LLC.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Annuities are insurance products backed by the claims-paying ability of the issuing company; they are not FDIC insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity.
16608 – 2017/4/25