Our Services
Investment strategy
Lagen Investment is an investment strategy that pools capital to invest in a diversified portfolio of other investment funds rather than directly in individual securities.
At Lagen Investment, we offer a comprehensive suite of financial services designed to help you achieve your financial goals and secure your future. Our expert team is dedicated to providing personalized solutions tailored to your unique needs. Explore our services below
Financial Planning
Our financial planning services are designed to help you navigate the complexities of managing your wealth. We work closely with you to understand your financial goals and develop a customized plan to achieve them. Whether you're planning for a major purchase, saving for education, or ensuring your family's financial security, our advisors are here to guide you every step of the way.
Investments
Investing wisely is crucial for growing your wealth. Our investment services offer a range of options tailored to your risk tolerance and financial objectives. From stocks and bonds to mutual funds and alternative investments, our experienced investment professionals provide expert advice and management to help you build a diversified portfolio that aligns with your goals.
Retirement Plans
Planning for retirement is essential to ensure a comfortable future. Our retirement planning services help you create a roadmap for your golden years. We offer a variety of retirement plans, including 401(k)s, IRAs, and other retirement savings vehicles. Our advisors work with you to develop a strategy that maximizes your retirement savings and provides a steady income stream during your retirement years.
Family Wealth Transfer
Preserving and transferring wealth across generations requires careful planning and expert guidance. Our family wealth transfer services help you create a comprehensive estate plan that minimizes taxes and ensures your assets are distributed according to your wishes. We work with you to develop strategies for gifting, trusts, and other wealth transfer techniques to protect your legacy and provide for your loved ones.
Savant Tax & Consulting
Tax planning is an integral part of wealth management. Our Savant Tax & Consulting services provide expert tax advice and strategies to help you minimize your tax liability and maximize your after-tax returns. Our tax professionals stay up-to-date with the latest tax laws and regulations to ensure you are taking advantage of all available tax-saving opportunities.
Private Trust
Our private trust services offer a secure and flexible way to manage your assets and provide for your beneficiaries. We work with you to establish trusts that meet your specific needs, whether it's for estate planning, asset protection, or charitable giving. Our trust administration services ensure that your trust is managed professionally and in accordance with your wishes.