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Welcome to LACH FINANCIAL
LACH FINANCIAL is a leading financial advisory firm that helps clients achieve their financial goals. With a team of highly experienced and knowledgeable advisors, LACH FINANCIAL provides personalized solutions to each client’s unique financial situation. The firm offers a wide range of financial services and caters to various types of clients. With a strong commitment to transparency and integrity, LACH FINANCIAL has established itself as a trusted advisor in the industry.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial solutions
- Offer a wide range of financial services
- Cater to various types of clients
- Committed to transparency and integrity
Facts and Insights
Founded in 2005, LACH FINANCIAL has been in business for over 15 years providing financial guidance to clients. With a team of 50 advisors, the firm has a wealth of knowledge and experience to offer to its clients. LACH FINANCIAL manages over $500 million in assets for its clients, making it one of the top firms in terms of assets under management.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 50 | Over 15 years |
Financial Services Offered
LACH FINANCIAL offers a comprehensive range of financial services to its clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education funding
- Business succession planning
Client Types
LACH FINANCIAL caters to a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High net-worth individuals
- Retirees
- Professionals
- Non-profit organizations
- Corporate clients
- And more
Fees & Compensation
LACH FINANCIAL is a fee-only firm, which means the firm’s compensation comes solely from client fees. This ensures that the firm’s advisors act in their clients’ best interests at all times, without any conflicts of interest. The firm’s fees are based on a percentage of assets under management and may vary depending on the type and complexity of the services provided.
Background
LACH FINANCIAL was founded by John Lach, a highly experienced and qualified financial advisor with over 25 years of industry experience. Under his leadership, the firm has grown into a top-performing financial advisory firm, known for its exceptional service and personalized approach. The firm’s advisors undergo rigorous training and education to stay updated with the latest industry trends and regulations, ensuring that they provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, LACH FINANCIAL is committed to upholding the highest ethical and professional standards. The firm has no disclosures listed on its record with the Securities and Exchange Commission or any other regulatory agencies. This is a testament to the firm’s commitment to transparency and integrity.