Presented by Lifetime Financial Growth, the Wealth Steps program measures your financial wellness by combining interactive workshops on meaningful financial concepts with a discrete, personalized website experience where members can analyze their individual financial situations and explore best practices.
(for a personalized consultation, please contact a Wealth Steps specialist directly at 513.619.2524 or email firstname.lastname@example.org. Please reference Kentucky REALTORS®)
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Through this free program, members will gain knowledge of how to maximize their lifetime earning potential through protection, saving, and planning. It will offer complimentary one-on-one consultation with a Wealth Steps specialist for you upon request.
These workshops will help you learn how to handle your finances and manage your wealth to a higher level. Several aspects of a person's financial life will be covered over the course of several workshops providing insights along the way.
To register for the free workshops, click here to create an account (workshops are listed after registering).
Lifetime Financial Growth highlights:
LFG is a privately owned wealth management firm. The focus of Lifetime Financial Growth centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, Lifetime Financial Growth envisions and enhances our clients’ goals by designing a customized strategy and creating a life map to achieve and protect their wealth.
- Privately held wealth management firm
- 300 advisors, $4 billion under management, 60,000 clients
- 13 offices throughout KY, OH, IN, MI, WV, PA
- Program Introduction (download)
- Wealth Steps Association Guide (download)
- Living Balance Sheet Client Booklet (download)
- Understanding Liquidity (download)
- 15 Financial Rules (download)
- 15 vs. 30 Year Mortgage (download)
Note: if you are a brokerage or local association and would like to invite a Wealth Steps representative in to speak with your group about the benefits of the program, reach out to Greg George at 513.619.2524 or email email@example.com.