Important factors that you must consider when making a decision on hiring a trusted professional to look after your hard earned money are making sure they have the right credentials, experience, and communication skills.
At LK Wealth Management, our team consisting of Konrad Kopacz as a Portfolio Manager and Justin Lim as an Investment and Insurance Advisor and Merriel Dean as an Investment Associate are here to help you with planning out your financial future and customizing a plan that is personal to you.
As part of your all-inclusive account fee, we are pleased to offer you a wide range of investment and wealth management services.
*Insurance products and services are offered through Chevron Wealth Preservation Inc.
There are four measurable contributions besides investment returns that advisors bring to their clients based on extensive studies.
Based on conservative industry research, a good advisor(s) will add approximately 2.90% of added value to your overall financial well-being outside of the market return of your investments.
The Question: “Yes, I feel confident that my financial affairs are on track.“
Investors with a Plan: 81% are confident
Investors with No Financial Plan: Only 44% are confident.
It does not only pay to have a financial plan, but it also lets you sleep at night knowing your financial affairs are in order and on track.
Unlike dealing with one advisor that is usually a generalist in their field. The best potential of fulfilling your goals and objectives is having a team of advisors that can each specialize in a specific area of helping you plan your future.
At LK Wealth Management, our team works around the clock and is available to you when you need us. No matter what sudden changes impact your life, you can rest assured we are available to guide you through at your convenience.