We value close, safe, fiduciary relationships.
We purposefully limit the number of clients we work with, so we’ll always be available to you when you need us most. Our commitment to serving your interests means treating you, your most treasured objectives, and your money with the same care and prudence as we would a member of our own family.
The journey begins when you contact us. First, we’ll help you get your bearings—clarifying your objectives, defining your strengths and capabilities as well as your vulnerabilities, and prioritizing your action steps so we can guide you on the path to long-term success.
Fostering confidence and trust.
So how do you stay on track—thinking and acting in ways that lead to good outcomes?
Together, we’ll map out a well-grounded plan suited to your needs, capabilities, and aspirations. We’ll build a prudent, well-diversified portfolio designed to serve that long-range financial plan. And we’ll offer you continuous guidance and behavioral coaching, so you have the skills and confidence you’ll need to overcome the adversity we all encounter along life’s journey. Setbacks, fluctuations in financial markets, and unexpected events will happen, but we’ll be there to help you avoid the big mistakes, and to improvise, adapt and overcome when things don’t go as planned.
Learn more about our approach to financial planning here.
Client Testimonial –
"When I need to lift my spirits, I just reflect on LS&G and Chris’s amazing accomplishments – for my secure financial retirement and for living my values of generosity and care for others. Such deep gratitude engenders joy and peace.
Twenty-four years ago, we moved our investments to LS&G with confidence in their expertise and skill. They developed a secure and high-quality financial plan for life and especially for retirement. We found a place of financial wisdom, informed reassurance, and integrity. We loved working with them. My highest expectations were well met!!
When I became a widow needing a great financial advisor, Chris Vasquez succeeded - beyond imagination. Chris was there to compassionately guide me through the transitions – retirement, filing for benefits, restructuring my resources and assets, recommending reliable attorneys and tax accounts, celebrating successes. He continues today listening to me, tailoring his guidance to my goals and needs, and educating about potential options. Chris empowers me.”
Karen
Disclosure –
Karen has been a client of LSG since 1999. Her experience may not reflect the experience of other clients, nor does it guarantee future success or performance. Karen did not receive any compensation, whether direct or indirect, for sharing her experience with LSG and does not have any conflict of interest with our current clients.
“Plans are useless, but planning is indispensable.”
Dwight D. Eisenhower
Equal parts guide, operations specialist, fiduciary, and financial coach.
A good financial planner combines the heart of a social worker, the mind of a businessperson, and the backbone of a drill sergeant.
We’re caring and empathetic. We ask thoughtful questions to understand what worries you and what drives you. We listen carefully, and we’re committed to your best interests.
We employ disciplined management systems so we can help you define, monitor, and optimize hundreds of important details.
We also have the courage and experience to lead in challenging times, the grit to help you confront tough decisions quickly, and the commitment to help you act with clarity and purpose.
Together, we’ll help you successfully navigate a path that addresses your most treasured objectives, your core values and belief systems, and the significant long-term impact you can have on the loved ones in your life.
Getting you from point A to point B takes deliberate preparation.
Everyone’s financial journey is unique, but the packing list is pretty similar.
Here are the key areas we focus on to make sure you’re ready:
Organization
We’ll help bring order to your financial life.
Clarity
We’ll help bring clarity to your finances
Structure
We’ll make sure that important things get done, and crucial details don’t get overlooked.
Accountability
We’ll help you follow through on your decisions and fulfill your commitments.
Education
We’ll help you acquire the specific knowledge you need to confidently address the situations you face.
Objectivity
We’ll be a trusted sounding board, and help you navigate common emotional and strategic pitfalls.
Pro-activity
We’ll help you anticipate critical life transitions, so you’re prepared.
Responsive Teamwork
We’ll be here to aid and assist in responding to the unexpected and unpleasant events that surprise all of us.
You may have noticed that there’s a lot of we in this.
That’s because we cannot do it for you, and we cannot do it to you. We can only do it with you.
But you can take comfort in knowing that you’ll never have to blaze your trail to financial success and security alone. We’ll always be a phone call, an email, or a face-to-face meeting away. You’ll find, over time, that the trust and confidence will grow—and provide you more secure footing.
