Even the most successful professional racers depend on a talented pit crew to make a winning team. That is why your financial consultant decided to become a LVZ Preferred Colleague. Financial consultants wear many hats—research, service, administration, and coordination, just to name a few. They are more than a manager, which means they have a lot on their plate. Our team backs up your consultant by keeping a dedicated eye on your investments every day. We have decades of experience in money management and other specialized fields in financial planning that, when coupled with your consultant’s experience, maximizes your “horsepower.” This could make a significant difference over your lifetime of investing.
Most importantly, LVZ Advisors frees your financial consultant to focus more on providing you with the personal attention and service you need to keep your financial plan fine-tuned for your future. Having us behind the scenes, supporting your consultant, is a sound strategy for reaching your financial goals.