Preserve Your Legacy

Retirement Planning is more than just an investment portfolio.  We incorporate experts in the areas of portfolio management, estate, income, tax law, risk mitigation, medicare, and long term care planning.  This strategy not only gives our clients access to experts in each field, but also gives them the greatest chance of the retirement they always wanted through a coordinated wholistic plan.

We embrace technology to deepen our relationship with you. Financial Wellness comes through real communication. Technology helps us do that, but we feel technology should not take the place of human interaction. Today’s world is moving fast and information has to move as fast. We embrace this thought knowing our number one goal is a deeper connection with you.

Budgeting, the life line to getting what you want and spending on the goods and services you truly value. Our integrated approach and automatic updating will help you make the decisions you want and the decisions you need

Our team approach surrounding the fiduciary needs of your money consists of risk testing, proper asset allocation, re-balancing and monitoring in a fee neutral and unbiased environment. We want you as our client to learn how we as a Wealth Management Firm trend the important characteristics of your money. We communicate this trend to you through our VIP Monitoring Program which is our communication with you regarding the trend of your account. We believe our communication to you helps a trusting relationship with you, which leads to better decision marketing

Retirement distribution planning and implementation requires a great deal of analysis and stress testing. Probability analysis helps us have better discussions about your money and that money lasting through your lifetime. We use a systematic approach that segregates money for risk and cash flow. This is monitored monthly and reported to you. Our clients found this process has taken the worry out of their retirement lives

connect with us

Investment Questions?

We look forward in speaking with you!

Your Investment Management Team

Greg Lavin, CRPS

Managing Member - Wealth Management Advisor

I have over 30 years of experience working in the Corporate Qualified plan and Wealth Management Industry. Starting as Lavin Financial and growing into Onward Financial Network as my business has grown. Today the Onward Financial Network name is more representative of the talented team that I have the pleasure to work with today.

 

Kristen Massie

Associate Wealth Management Advisor

Starting my career in a financial crisis was not the way I planned it. However, after surviving the adversity and seeing the positive impact we had with our clients, it made me realize I chose the right career. Over the past 17 years in this industry, I have worn many hats which include Advisor’s Assistant, Compliance, and Associate Wealth Management Advisor.

READY TO TAKE

The Next Step?

For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.

Make an Appointment
Make an Appointment

Schedule a Complimentary Appointment

Close Bitnami banner
Bitnami