Throughout your wealth cycle, you have many responsibilities to ensure that your business and family finances are profitable and successful. But you don’t have to do it alone. Let our CPAs with their wealth of experience be your essential partner. Let it be known that we pay strict attention to ensure that our firm measures up to the standards expected of the profession. We take great pride in our ability to offer competent professional services on a timely and personal basis as you attain your financial goals.
As Certified Financial Planners (CFP) and CPAs, we have unique insight and understanding of your wealth management goals and concerns. Our holistic, yet prudent approach allows us to formulate better plans and solutions to meet your current and future financial objectives.
The transaction side of investments, mainly buying and selling individual securities.
This includes asset management services such as mutual funds, managed accounts, portfolio design and monitoring, business retirement plans and alternative investments such as hedge funds, real estate and private equity funds.
Consists of four interwoven services: wealth enhancement, wealth transfer, asset protection, and charitable giving.
It should be noted that the investments and strategies used are subject to risks, including the potential for loss of principal.
Customer accounts are carried by National Financial Services LLC (NFS), Member NYSE/SIPC. Securities in accounts carried by National Financial Series LLC (NFS), a Fidelity Investments company, are protected in accordance with the Securities Investors Protection Corporation (SIPC) up to $500,000 (including up to $100,000 for cash awaiting reinvestment). NFS also has arranged for coverage above these limits. Neither coverage protects against a decline in the market value of securities, nor does either coverage extend to certain securities that are considered ineligible for coverage. For more details on SIPC, or to request a SIPC brochure, visit www.sipc.org or call 1-202-371-8300.
Richard H. Lee is a registered representative of LaSalle St. Securities, LLC, a registered broker/dealer 940 N Industrial Drive, Elmhurst Illinois 60126 • Member FINRA/SIPC LYC Financial Group is not affiliated with LaSalle St. Securities, LLC
Our team of attorneys specialize in all phases of the estate planning process. We provide you with the knowledge, expertise, and access to our financial advisors, to structure your estate to avoid, minimize or defer taxes and maximize distribution; a plan you can trust.
The estate planning process, not only includes, designating your heirs, but also establishing vehicles, such as trusts, to protect your assets.
Our legal team can help you with for-profit or non-profit business formation, and guide you through all necessary actions to have a successful business.
20 Southwest Park
Westwood, MA 02090
We are conveniently located off 95 (128) at Exit 29B Providence Highway (South)
Phone: 781-237-2525
Fax: 781-237-5522
Email: info@lyccpa.com