Judith Schoon

Before deciding to open my own firm , I worked with 4 different companies. I wanted to bring to my clients what they needed , not what the company wanted us to sell. If the company you love is not on our preferred list , we will look at them and try to get them on our list. We do not just sell products. We use a 5 part process to assist our clients. We(1) analyze (which means we look at everything . Not just your investment needs and not just your insurance needs we look at the whole picture. (2) Strategize-- We realize a team approach is often the best way to consider complex financial issues, therefore we are pleased to work with your accountant , attorney, and trust officer to develop an all-encompassing financial strategy to meet your needs. We also have a referral list in case you do not have an attorney or accountant and you need one. (3) Formalize --- We set an appointment where we bring all of our recommendations to you. Some you maybe able to do now, some we may have to implement later. We will figure this out together. (4)Implement --Once decisions are made we will put the plan into action. Some companies believe you stop there , we do not ! (5) Monitor--- we will monitor your plan at the least once a year to make sure the plan is still working as you need it to . (Because fortunately or unfortunately --life does not always go as we plan.
As CEO of The LFE Group Investments & Insurance LLC ,my personal goal is to become a lifetime resource for each and every client throughout their quest for financial freedom.