We Educate
We Save Money
We Provide Business Opportunity
Invest In Your Future
Lotus Financial Services offers a full range of comprehensive wealth coaching, financial planning, retirement income planning, and investment and insurance services. We work with each client in a unique way based on their needs, preferences and best interest using our comprehensive Wealth Optimization System.
Welcome to LOTUS FINANCIAL SERVICES
Comprehensive Wealth Optimization System
At Lotus Financial Services Inc, we specialize in helping clients through our Wealth Coaching, Retirement Income Planning, College Financial Planning and Living Will and Trust Planning. We help to guide our clients on a path that leads them through things they may not see and solutions that they may not anticipate as they move towards financial independence.
Wealth Management Services
We create comprehensive wealth management strategies covering.
Investments
Portfolios incorporating various asset classes including equities, fixed income, real estate and alternatives.
Cash flow, Retirement and Tax
Detailed cash flow analysis pre and post retirement, personalized retirement strategies for you and your business including tax minimization, utilizing Annuities, 401(k)/403(b).
Education
Tax advantaged investing to fund your children and grand children’s education.
Insurance
Assist client in the review and recommendation of life (Term or Permanent), disability and long-term care insurance.
Will & Trust, Estate Planning
Minimize Federal and State estate taxes you may incur when passing wealth to your beneficiaries, protect your privacy, avoid probate and ensure decision making proceeds in a manner you approve of if incapacitated. Utilize wills, revocable and irrevocable trusts, health care directives and power of attorney document.
PASSION
We Have A Passion For Helping Individuals Manage & Preserve Wealth
Financial literacy is defined as “the ability to make informed judgments and to take effective actions regarding the current and future use and management of money”