About Us
Lotus Financial Services Inc understands every client has their own set of needs and goals they wish to accomplish. Not every model will fit every client’s situation, so we stress the importance of client-driven planning.
Live Life Today
Be Confident About Tomorrow
PERSONALIZED PLANNING
The first step Lotus Financial Services Inc is to have a conversation with you to better understand your goals, time horizon, and risk tolerance. By doing this, we will develop a long-term plan personalized to your specific needs. The plan we develop will serve as a roadmap designed to grow and monitor your wealth.
Are you prepared for all life has to offer ?
RISK-MANAGED STRATEGY
Once we have discussed and establish your investment goals, we will develop and implement a formal investment strategy. While each investment will have its own process, we make sure each follows our risk-managed approach. We believe that a strategy that seeks to avoid significant downsize allows more potential for upside returns.
Lotus Financial Services Inc make sure it aligns with your needs and objectives every step of the way.
As wealth grows, so does the impact of tax.
TAX STRATEGY
Tax plays a part in every individual aspect of your financial picture – so why is it an afterthought when it comes to your financial strategy?
Increasingly over time, tax can diminish the value of every dollar you earn, save and give away. For this reason, our focus is to integrate tax strategy not only into your investment plan, but into all aspects of your wealth.
Your Story Matters to Us
We start and finish each client conversation by listening to your needs. We believe your legacy is built by strong relationships with trusted financial Professionals.
We are focused on empowering you through education-mindful planning.
