Discover Lichtenstein™ Discover WealthHealth®.

“We hold our clients' hands, and help them manage life.
The only thing we've ever sold is comfort.”

-Brian Lichtenstein, CEO/Founder

 

Services:

Lichtenstein Financial has been offering eclectic Wealth Management services for over 30 years.

Our licensed staff integrates investment management, tax strategies, insurance planning, and comprehensive financial oversight to help our clients attain their varied goals.

 

How do I begin my relationship with Lichtenstein Financial?

Just call or email to set up your complimentary consultation.
Complimentary = $0.00 cost to you! 

As a prospective individual or business client, you will be treated as if you have been a client with us for years.
 
We will discuss, review and report on your Wealth Management agenda, including:

  • Investment portfolio using tools such as Morningstar® analytics
  • Tax Strategies and preparation review for both Individuals and Businesses
  • Insurance needs analysis
  • Financial topics including budgeting, education, and income distribution
  • Wealth Transfers including Gifts, Trusts, and Estates
  • Benefit Program selection such as 401(k)s, Profit Sharing Plans, and other pre-tax opportunities