Planning for the future is essential to ensure your loved ones are cared for and your wishes are honored. At Lokken Investment Group, LLC, we’re here to guide you through creating a comprehensive legacy and transition plan.

Our services include discussing various estate planning strategies and helping you prepare essential documents such as a Will, Power of Attorney, or a simple trust. While we do not have an attorney on staff and cannot provide legal advice, we partner with a trusted national network of attorneys who can prepare these documents to reflect your wishes.

Legacy Planning & Document Preparation services provided for our Wealth Management Clients only

Prefer to work with a local attorney? We’d be happy to connect you with reputable professionals in your area.

Let Lokken Investment Group, LLC help you take the next step in safeguarding your legacy. Contact us today to learn more!

Worried about managing taxes now or during your retirement years? Taxes often represent the largest expense retirees face, and careful planning can make a significant difference.

At Lokken Investment Group, LLC, we offer comprehensive tax strategy and planning services to help you minimize your tax burden now and in the future. In addition, we’re excited to announce that we now provide tax preparation services, making it even easier for you to stay on top of your finances.

Tax Preparation and Planning services provided to our Wealth Management Clients only

Prefer working with a local tax professional? We’re happy to connect you with trusted experts in your area to ensure your needs are met.

Take control of your taxes and plan for a secure financial future. Contact Lokken Investment Group, LLC today to learn more about how we can help!

Our clients receive our undivided attention and a service commitment aimed at nurturing trust and peace of mind. Our six-point process comprises the following.

Discover: We spend time with each client to listen and clearly understand what he or she wants his or her investments to accomplish and how much risk one is comfortable taking.

Define: We work with our clients to spell out goals and create a written plan that will serve as a road map.

Design: Our clients receive a customized plan with solutions and action steps to help them achieve their goals. Their investment strategy and portfolio reflect their specific objectives, tax sensitivity and risk profile.

Implement: We administer an investment strategy and a portfolio.

Monitor: We monitor your account on a continuous basis and keep you updated on your progress. Market conditions change, and adjustments are likely needed.

Communicate: You receive a written portfolio performance report on a regular basis. We encourage frequent communication with our clients, and we recommend meeting in person on a regular basis to discuss portfolio performance, evaluate market conditions and recommend needed adjustments.

Our mission is to provide you with peace of mind regarding your wealth. We do that by creating and managing custom investment portfolios that reflect each client’s financial goals and appropriate investment strategies.

We care about our clients and understand that financial events and investment news can often be confusing and intimidating. That’s why we have built a practice on solid industry knowledge and a code of ethics comprising high standards of business conduct.

Our investment planning services include wealth enhancement and wealth protection. You will receive:

-Fee-only management of investment portfolios

-Conservative investment strategies and portfolios based on an adaptive philosophy

-Comprehensive analysis of all insurance plans

-Evaluation of retirement, benefits and brokerage plans

-Cash flow planning for retirement

-Philanthropy and family-giving advice

We service clients throughout the Coastal Delmarva areas and beyond. They’re invested at the beach. We’re invested in their future.

When you’re retired, you’re focused on monitoring your hard-earned assets and ensuring your income stream. You need a trusted financial advisor like Lokken Investment Group, LLC to help you manage your risk, preserve your wealth and maintain a balanced asset mix.

Part of that discovery process is identifying how much risk you are comfortable taking in your portfolio. Take our risk assessment now and see what number you get.

Click here to learn your Risk Number.