L. Lovie Wealth Management

Address:
1575 Delucchi Lane
Suite 115-19
Reno, Nevada 89502
United States
phone:
view phone775-544-4714
website:
LLovie.com
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Description

It is my goal to assist my clients in developing an extensive personalized financial plan that effectively weighs short-term needs and long-term objectives with caring and compassion. 


What makes me unique is my style of explanation that is easy to understand for investors in all stages, whether you are beginning to save, have a nest egg, or are now using your lifetime savings.  Your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. 


I am here to help educate you about the concepts of financial management.  Please contact me for more information on how I can help meet your financial needs for now and the future.  If there is other information you would like to have available here, please let me know.


My Services


While developing a customized financial program, I may walk you through a step-by-step process that will help make you feel confident through a series of informed decisions.


Once your goals have been established, I will offer a choice of appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:
 


 



  • Tax planning

  • Investment management

  • Retirement strategies 

  • Estate conservation

  • Insurance and annuity products

  • College Planning

  • Protection planning for long term care costs and disability

  • Cash reserves


 


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I provide my clients financial direction through a thorough one-on-one question and answer meeting to discover what my client's needs are.  We then set up a second meeting to look at options and decide which ones to use based on the client's preferences with my direction in order to meet their goals. 


With over 18 years experience, I'm an independent female advisor who has climbed the ladder, starting with American Express Financial Advisors, then First National Wealth Management to Waddell and Reed.  From there, I took the leap to become independent, which allows me more freedom to find the best solutions for my clients.



Hours:
Monday - Friday
8:00 a.m. - 5:00 p.m.

Helpful Reviews Rate It

Chris Gillis rates this listing with

Linda Lovie has been such a great advisor to my wife and I with regards to our financial planning. I cannot thank her enough for the many ways she has had a positive impact on our lives. Here's to a well organized retirement plan!

01/14/2016 - 02:58 pm

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