The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. Let's talk today about you and your financial strategy and become better acquainted with what is important to you.
Lashley Wealth Management provides independent, wealth management advice and services to a select and limited number of individuals, families and foundations with offices in Leawood, Kansas and Sarasota, Florida.With more than half of our clients working in the healthcare profession, we also enjoy working with a broad spectrum of executives, business owners, and entrepreneurs throughout the country.
Lashley Wealth Management provides independent, wealth management advice and services to a select and limited number of individuals, families and foundations with offices in Leawood, Kansas and Sarasota, Florida.With more than half of our clients working in the healthcare profession, we also enjoy working with a broad spectrum of executives, business owners, and entrepreneurs throughout the country.
Services
Jeff Lashley's professional approach is a customized process that begins with a comprehensive financial review. He then works with you to provide you a better understanding of the financial concepts behind professional portfolio management, risk management, retirement planning, estate planning strategies, and wealth preservation.
Retirement Planning | We can guide you toward making the most of your employer-sponsored retirement plans and IRAs, determining how much you need to retire comfortably and assisting you with managing assets before and during retirement. Tax Management | In developing tax-efficient investment strategies, we are fully comfortable working with your trusted professionals or referring you to qualified tax specialists.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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