FOR EVERY STAGE OF LIFE A SOLID FINANCIAL PLAN WILL GET YOU THERE

ABOUT US

Our goal is to empower as many people as possible to effectively manage their own financial lives and establish a secure future in their retirement years.

We started Lydford Financial PLLC to provide clients with a comprehensive financial plan that will assist them in achieving their financial and personal goals. Our focus is on bringing financial plans to everyone, no matter how much they have in net asset value.

ABOUT US

My goal is to empower as many people as possible to effectively manage their own financial lives and establish a secure future in their retirement years.

I started Lydford Financial PLLC to establish a business framework for assisting family, friends, and acquaintances with financial planning issues. My focus is on bringing financial plans to everyone, no matter how much they have in net asset value.

George

SERVICES WE OFFER

FINANCIAL PLANNING

Many people need an independent and unrelated third party to consult for making other financial decisions, or you would like a second opinion on options that are recommended by a person trying to sell you a product.  We are available to provide an unbiased evaluation of your financial situation, run numbers to help you evaluate two or more options related to a financial decision, and offer a second opinion on a recommended investment or other financial product.

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RISK MANAGEMENT

You cannot eliminate all of the financial risk in your life and upon your death, but with a proper strategy you can manage the risk by identifying options for avoiding or minimizing their impact.   Since we sell no insurance products, we can offer you an unbiased evaluation of your actual needs based on where you are in your career and life.  We will also help you evaluate estate planning options that are best for you and your family.

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RETIREMENT & INVESTMENT PLANNING

We will review your current retirement funds you have accumulated in employer retirement accounts, traditional and Roth IRA accounts, defined benefit plans, social security, annuities, and any other investments earmarked for retirement to ensure you are on track to accomplish your retirement income goals.  We will review your asset allocations to ensure they correspond to your risk tolerance and overall long-term financial goals, then make recommendations for re-balancing.

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FINANCIAL PLANNING ARTICLES

What to do if I lose my employer matching contribution?

The majority of private-sector employers offer defined contribution (i.e. 401(k), 403(b), 457) plans that place…

TESTIMONIALS

We want to let you know how sincerely we appreciate your help and truly value your integrity.  The initial financial plan you prepared for us in 2007 and subsequent work has made us better informed in making important financial decisions.  You continually do an outstanding job in assessing issues and suggesting various (easy to understand) financial options that target our goals.  As importantly, we have always admired that your advice was unbiased knowing you were not trying to sell financial/investment products. Thanks again for all your assistance.  It has given us additional confidence in our decisions.

D & N Bach

With George’s guidance, we were able to identify some areas where we needed to shore up our financial building blocks.  He listened to us, was quick to respond to our correspondence, and delivered the good, the bad, and the ugly news with empathy and respect.  He set up a plan to follow which reduced our stress level.  We recommend his advisory services to anyone who wants to do something proactive with their financial planning.

L & R Blanton

Financial Planning Association Member

CONTACT US

FREE CONSULTATION:

We offer a complimentary, no obligation meeting to find out more about your needs, and to see if our services are right for you.

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