Life Balance LSY Financial Group
19925 Stevens Creek Blvd, Suite 100
Cupertino, CA 95014
408-725-7171
lloyd@lsyfinancial.com
"Guiding our clients toward a balanced life"

Why we do what we do…

We believe in helping people make educated choices everyday to achieve a balance in their lives. Balance means more than just financial security. It means being able to choose the what, how much, when and where you want to be, whether that means working, playing or just relaxing in your home. With a balanced life you and your family will be better prepared to handle any future needs, financial or otherwise.

How we do it…

For a moment imagine you are on a winding path with a myriad of twist and turns. This is financial planning at its core. It is a process with a beginning and an end with numerous adjustments in between. Financial planning is the art of creating, monitoring and revising a plan to stay on the path and maximize the possibility of reaching your goals.

We begin by finding out what your current financial situation is. Then we spend as much time as needed to explore your goals. These goals may be financial or not but they are all factored into a financial plan created specifically to meet your needs.

Your plan may address several areas including your cash flow, investment portfolio, taxes, asset protection and estate planning. Once your plan is completed our work is not done. We meet with you at least once a quarter to discuss any significant events, review specific aspects of your plan such as your investment portfolio and to set objectives for the next meeting. We believe in maintaining a close partnership with you and establishing a long relationship with your entire family.

If you are ready to set out on a path towards a balanced life…

LSY Financial Group is anxious to be your guide. Please contact us for a complimentary initial consultation. We will be happy to answer any of your questions concerning our services or approach toward financial planning.

 

For a complete description of our services, fees & other disclosures
please contact us for our ADV Part II