We are committed to helping individuals and families preserve their hard-earned capital and pursue steady, wise growth.
Financial Planning
We define the individual’s or family’s vision and develop strategies to pursue an Ideal Future.
Investments
We create an Ideal Portfolio based on the individual’s or family’s return needs and risk preferences.
Retirement Plans
We help build and administer The Ideal Retirement Plan for companies to reduce risk and administrative complexity while creating better participant outcomes.
Family Wealth Transfer
We offer proprietary guidance to help families of significant wealth preserve, protect, and transfer wealth.
Savant Tax & Consulting
We provide accounting, payroll, and consultation services to businesses. We also prepare personal, business, estate, trust, and other tax returns.
Private Trust
We offer trust administration and settlement, custody services, bill paying, and a host of other services.
Experienced Team
LCHS has a leading investment management team with an approach that is second to none.
At LCHS, “We succeed when our investors succeed”.
Our Services
LCHS aims to provide products and services of the highest standard, underpinned by a strong sense of responsibility and ambition, as our customers' most trusted partner in the asset management industry.
Financial Planning
Investments
Retirement Plans
Family Wealth Transfer
Financial Planning
Defining the Vision & Developing Strategies
Building your vision of an ideal future depends on efficiently integrating your financial planning, investments, and tax decisions. Our financial planning process starts with determining what is important to you and analyzing your current plan based on the Key Planning Disciplines. Our team then proposes optimal strategies and structures. Of course, a plan will not work if you do not follow through. Thus, the fourth stage helps implement your plan in a focused, efficient, and accountable manner. Finally, our team continually reviews and measures your progress to ensure your plan remains aligned and updated to leverage all available strategies.
Our goal is to bring clarity, focus, simplicity, and efficiency to your life. Our process enables you to maintain a well-structured plan and investment portfolio aligned with your vision and goals. We provide continuous professional guidance and oversight. As a result, your costs may decline and you will likely pay less tax. Better organization will simplify your finances, allowing all your professional advisors to finally work as a team.
Reasons for Financial Planning Failure
- No plan
- Disorganized
- Too little time
- Too much cost
- Uncertain future
- Lack confidence
- Too much tax
- Too complex
- Ineffective diversification
- Excess or unknown risk
- Poor performance
The Process of Effective Financial Planning
- Determine what is Important
- Review Current Plan & Portfolio
- Develop Plan
- Implement & Coordinate Plan
- Conduct Review Sessions
The Benefits After Planning
- Plan & path
- Organized
- More free time
- Lower cost
- Peace of mind
- Confidence
- Tax-efficient
- Simplicity
- Effective diversification
- Managed risk
- More return
We work for better growing result step-by-step
Analysis
Strategy
Wireframe