Business Details
Your Trusted Partner for Retirement Planning in Bryan, OH
LS Wealth Management is a dedicated financial advisory firm specializing in retirement planning and wealth management. With over two decades of experience, our team of experts employs a proprietary Redefining Wealth Process to create personalized strategies that address income, investment, tax, healthcare, legacy, and estate planning. Our founder, Laura Stover, has been recognized by national media outlets such as Forbes and the Wall Street Journal for her expertise in financial independence and retirement education.We utilize cutting-edge technology and a comprehensive approach to align clients' financial goals with sustainable income solutions. Our services are supported by a team of certified professionals, including CPAs and investment advisors, who prioritize client education and community engagement through exclusive events and educational programs.
Services
Retirement Planning
Tax Planning
Investment Planning
Estate Planning
Healthcare Planning
Liquidity Management
Highlights and features
- We offer 23 years of experience in retirement and tax planning.
- Our proprietary Redefining Wealth Process addresses six key retirement risks.
- Our team includes certified professionals like CPAs and investment advisors.
- We provide personalized strategies tailored to individual financial circumstances.
- We prioritize client education through exclusive events and resources.
Associations and certifications
- RFC (Registered Financial Consultant)
Services
Retirement Planning
Our retirement planning service creates sustainable income strategies tailored to individual financial circumstances. We analyze assets, liabilities, and income gaps to develop goals-based plans that ensure financial stability. Using the Redefining Wealth Process, we align retirement expenses with predictable income sources while minimizing market risks.
Tax Planning
Our tax planning service employs advanced strategies to minimize current and future tax liabilities. A dedicated CPA team utilizes techniques like tax-loss harvesting, Roth conversions, and estate tax optimization. We stay updated on evolving tax laws to provide clients with compliant, cost-effective solutions that preserve wealth.
Estate Planning
Estate planning ensures efficient wealth transfer to beneficiaries while minimizing tax burdens. Our team collaborates with elder law attorneys and CPAs to create holistic plans that address probate avoidance, asset protection, and legacy goals. We focus on tax-advantaged strategies for seamless intergenerational wealth transfer.
Investment Planning
Investment planning focuses on preserving and growing capital through risk-appropriate strategies. We determine individual risk metrics to build diversified portfolios that balance growth potential with safety. Our approach emphasizes avoiding significant market losses while generating sustainable retirement income.
Healthcare Planning
Healthcare planning addresses rising retirement medical costs through proactive strategies. We help clients prepare for long-term care expenses, Medicaid spend-down risks, and insurance coverage gaps. Our solutions integrate with overall financial plans to protect assets from healthcare-related financial shocks.
People
Laura Stover
CEO & Founder
Laura Stover is a registered financial consultant with 23 years of experience in retirement planning. She holds certifications from the Wharton School of Business and has been featured in Forbes, Wall Street Journal, and CNBC. She hosts the Retirement Talk Podcast and developed the Redefining Wealth Process framework.
Danette Sheppard V.
Executive Assistant
Danette Sheppard V. oversees compliance submissions and technology integration for LS Wealth Management. She holds a B.A. from New Jersey City University and manages marketing systems and strategic planning initiatives for the firm.
Rachael B.
Client Service Specialist
Rachael B. manages client communications and scheduling for LS Wealth Management. She holds an Applied Business degree from Northwest State Community College and ensures smooth advisor-client interactions while preparing financial reports for retirement plan reviews.
Questions
What is the Redefining Wealth Process™?
The Redefining Wealth Process™ is our proprietary framework that addresses six key retirement risks: income, investment, tax, healthcare, legacy, and estate planning through personalized strategies.
How do you create personalized retirement plans?
We analyze your financial situation, risk tolerance, and goals to develop customized plans using our Orion Planning technology and the Redefining Wealth Process™ methodology.
What areas do you serve?
We primarily serve clients in Bryan and Defiance, Ohio, but offer virtual consultations to clients nationwide through our online platform.
How can I schedule a consultation?
Contact us at (866) 633-0955 to schedule a free 15-minute consultation with one of our financial advisors during our regular business hours.
What credentials does your team hold?
Our team includes RFC-certified financial consultants, investment advisor representatives, and licensed insurance professionals with expertise in tax and retirement planning.
Reviews (1)
Larry Sito
Dec 08, 2019
Report
I have been with LS Wealth Managment LLC for several years. I have been very satisfied with there results and there communications and market update seminars . Very professional! They are in a tough business but do well
Larry
Larry
