Director of Wealth Management
Ownership : 50%
9000 Keystone Crossing
Indianapolis, IN 46240
Member Since: 02/10/2022
Moore & Lee LFG Financial Group
The starting point of any financial conversation should be about learning about what is important to you. We'll look at where you are and where you want to be, and develop strategies to get you there. Here's how we'll get it done:
- Where you are today
Your plan will make the most of what you have, no matter where you're starting from, and give you a snapshot of the bigger financial picture.
- Where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, we will identify where your plan is strong and identify gaps or opportunities.
- A range of options to get you there
Our recommendations and approach will be personalized and customized, with your priorities driving each step you take. As those priorities change, we'll shift strategies while keeping you on track to meet your long-term goals.
Fellow NAWBO member Kenyata Moore and I work as a team. We are looking to help NAWBO members and, specifically, women business owners address personal and business finances and the relationship between the two.
- Tax Planning
- Estate Planning