Our Services

Our team specializes in creative approaches to investment planning. We focus on a holistic approach to a client’s financial well being. We specialize in working with self-employed people, realtors, small business owners, retired people, educators, those with pension plans and people who need planning for domestic partners.

Our Team Goal is to help our clients retire earlier and pay less in income taxes! We answer our own phones!

The team works directly with individual clients to develop customized investment plans tailored to a client’s specific needs. In designing your custom investment plan, the McGlone/Lusco Financial Advisory Group uses a three-step process that begins and ends with personal communication. In developing your plan, the team will:

• Gather Your Information
  
• Develop Your Investment Plan
  
• Review Your Portfolio Regularly

Together, we will execute your plan as a team by:

• Listening
  
• Advising
  
• Partnering
  
• Reviewing

To help our team with your needs, we rely on you for the following:

• Keep us informed
  
• Communicate with us
  
• Ask questions
  
• Rely on us as your financial solutions provider.