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When It’s Time To Turn To A Pro. Turn To Us.

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A Wealth Dashboard For Control

When it comes to understanding your future, the first step is gaining visibility and control to the full picture.  We provide a mobile Dashboard where you can see your full net worth and reports, while having an organized way to keep track of all important documents and contacts should the need arise.  Feel the comfort and safety of having your full financial picture organized, and at your fingertips.

Lifestyle Planning

We help professionals and their families to live the lifestyle they are used to while saving for a future they hope for.  Having a plan can help provide the safety and comfort of knowing your hard work is being rewarded.  Additionally, our online tools allow you to instantly test various scenarios and their impact on your future goals (for example, the home remodel, sending kids to public vs private school, time off from work or switching jobs).

Handcrafted Investment Solutions

We don’t really care whether you compare yourself to others or whether you are a maverick who goes against the crowd.  What does matter is that these behaviors are indicative of which investment strategy is best suited for you.  Getting this right is the difference between sticking to a strategy that fits you best, or constantly searching for answers while getting burned along the way and stunting your success.  LotusGroup’s proprietary behavioral assessments help professionals choose the right strategy fit, the appropriate risk profile, and the optimal mix between public and private investments.

Marital Harmony

As busy as everything is with professionals, how do they increase the odds of marital harmony as it pertains to finances.  One person may be a spender and the other a saver.  One a risk-taker, and the other a conservative.  One may be a collaborator that seeks out advice, and the other an analyzer.  These contrasts can create friction in relationships, or worse can result in anger or divorce.  LotusGroup helps couples to merge finances and to explore behavioral differences, with a goal of improving harmony, happiness and success.  Let’s keep the train moving forward and avoid unnecessary friction.

Entertainment

We for sure know that we are a wealth management firm, focused first on helping you define and achieve your long-term goals.  But it wouldn’t be any fun if that’s all we did.  At LotusGroup, we enjoy throwing fun events that are both unique in nature and allow clients to connect on a deeper level with other professionals.  We also enjoy sponsoring a number of charitable events where we have all been guilty of having a drink or two, or three.  Hey, it’s for the kids right?

Make Life Count