Lasting Wealth Principles, LLC

Lasting Wealth Principles offers customized investment management and financial planning services tailored to each client's individual needs and goals. Lasting Wealth Principles focuses primarily on passive investment strategies utilizing index mutual funds and exchange-traded funds to build diversified portfolios. In addition to managing portfolios, Lasting Wealth Principles provides comprehensive financial planning covering cash flow and debt management, college savings, employee benefits optimization, estate planning, retirement planning, risk management, and tax planning strategies. Clients can choose ongoing comprehensive financial planning or project-based planning engagements to address specific financial goals. Lasting Wealth Principles does not have a minimum account size requirement.