Look no further than Lehigh Valley Investment Group’s Monthly Subscription model. Each client has different goals, concerns, and plans that are going to be unique. We’ll work with you to help you gain confidence in your finances and reach your goals.
Looking for a low-commitment option without asset management while still being customized and reliable?
Financial Planning on Your Terms
Each quarter’s priorities will be tailored to you! Every month will focus on a different stage of your financial journey. Our team will provide monthly consultations, if desired, along with constant communication consisting of relevant information, updates, and checkpoints so that we can customize and continue to guide your financial plan. LVIG is here for you on your journey to financial freedom – when you need it! The below list details each month’s topic, and we tailor the conversation based on your situation. If one month isn’t something you need at this stage in your life, you can opt to skip that month. It’s your journey on your time.
Our Monthly Subscription Breakdown
Here's what you can expect from our monthly subscription plan. Our experts know where the focus needs to be to help ensure we're on the right track. Your individual goals paired with our financial planning experience will give you the opportunity to tackle your monthly challenges and get you to where you want to be.
Annual Goal Setting, Cash Flow Planning and 401K/403B Analysis
Income Tax Preview
Gift and Education Planning and Q1 Investment Review
Tax Meeting with Accountant
Major Purchase Planning
Mid-year Cash Flow and Q2 Investment Review
Retirement Planning Strategies and Check In
Estate Planning Strategies and Check In
Employee Benefits Review and Q3 Investment Review
Life, Disability, Health and Long-term Insurance Planning
End of Year Tax Planning
Financial Planning Evaluation and Q4 Investment Review
Get More Information
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