WELCOME TO LBT WEALTH MANAGEMENT

We provide holistic Financial Life Planning tailored specifically to your unique needs and circumstances.

We focus on your values and goals so that we can make the most appropriate financial recommendations designed to help your family overcome challenges and to take advantage of opportunities so you can successfully transition throughout life’s journey.

Our mission is to help align your financial plan with your life goals.

Our commitment is to honor our relationship by putting your interests first and focusing on increasing your sense of financial well-being and life satisfaction

Newsletters

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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More Newsletters

Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators