Individuals and Families
We serve professionals who are ready to take control of their hard-earned wealth. Our goal is to simplify our clients’ lives while building the financial independence they have always dreamed of.
For over 35 years, LCJ Associates has been helping individuals and business owners work toward their financial objectives. As your personal CFO, we use our deep experience and expertise to design strategies that optimize your finances and help you plan for all stages of your financial life.
Our Team is ready to customize a financial plan for you.
Contact us to learn more about our services or to schedule a meeting.