Lytle Associates Financial Planning

Financial Planning

Do you have a financial plan in place to protect those you love and care for? If you were to become disabled by an injury or unable to work, is your income insured? Are your assets insured?

No two investors are the same. LYTLE will design and monitor your investment portfolio within the context of your estate. As partners, we work with your trusted professional advisors (attorney and accountant) to design and implement a financial plan to insure and protect your income, assets and loved ones. Our professionals have developed considerable skill in distribution planning, which allows client wealth to grow and last during the payout phase of their portfolios’ life.

LYTLE Associates has over sixty years of collective experience consulting and guiding clients through the financial planning process, which may include:

  • Individual Retirement Accounts (IRA): Traditional, Roth, Educational
  • Non-Qualifed Plans
  • Fixed and Immediate Annuities
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

Let LYTLE Associates guide you through the financial planning process. We can help you develop the right choices in your Personal Financial Plan.

Contact us today for more information!  1-877-425-4463 or 716-773-6626

Investment Management Services

For information regarding our Investment Management Services, please follow the link: