LLFRE - VFO Website

LLFRE - Proactive Planning Team

We simplify the financial lives of highly successful families and business owners by providing custom advice and solutions to help you manage life's complexities.

We collaborate with you to create enduring, unique family office services that are aligned with your values and goals that will help you to achieve your financial and personal objectives.

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How we services our clients

Our clients' bottom line is our top priority. We are in constant communication with the people we serve and are committed to advancing the immediate needs and wants of our clients. Our team works around the clock to provide the necessary services and support that each client needs from us.

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Our Services

Wealth Management

Tax Planning

Business Advisory

Risk Mitigation

Legal Services

Real Estate Services

Our Process

Assess

Our proprietary process and technology will create a customized opportunity report based on your unique circumstance.

Prioritize

Working closely with you, we’ll identify your priorities, which in turn will guide our focus.

Execute

Utilizing a team-based model, we’ll deliver the highest level of service as we work toward your goals and build our wealth management relationship.

Virtual

Family office

Offering a proactive and holistic client experience powered by a Proactive Planning Team

Advanced Tax Planning

Risk Mitigation - You & Business

Wealth Management

Legal Services

Business Advisory

Real Estate Consulting

@LLFREservices

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Feedback from Clients

Why you should hire our services.

It showed what financial milestones are more relevant at what stage of your life and kind of made me think about planning ahead for those stages. It made it easier to understand the impact that starting early has, it carried that through, because your choices affected you all down the line. It really drove home the point of starting early.

- Payton Hillman

hank you so much for your fantastic support and prompt replies! I think your product is phenomenal and has given me peace of mind in my look into the future for my retirement. I have already recommended it to several others. I've found L&L Financial to be the best tool available for retirement income planning.

- Riley Jones

I have used LLFRE for a number of projects and needs, both personal and business related and have never been disappointed with the value or the quality of the products or services offered. The location is easy to get in and out of and the services are rendered with the highest level of competence and professionalism.

- Joyce Chan