LBT Wealth Management is a financial advisory firm located in Iselin, NJ. They offer a comprehensive range of services including wealth management, financial planning, college planning, retirement planning, risk management, and estate planning. With a focus on the client's values and goals, LBT Wealth Management provides tailored financial recommendations to help families overcome challenges and seize opportunities throughout their life journey. Their mission is to align the client's financial plan with their life goals, always putting the client's interests first and aiming to increase their sense of financial well-being and life satisfaction.
As a trusted partner, LBT Wealth Management assists clients in making important decisions such as whether to pay off debt or save for retirement. They also provide valuable insights on topics like retiring in a down market, managing income taxes during retirement, and eliminating unnecessary recurring charges to balance the household budget. With a commitment to providing personalized financial life planning, LBT Wealth Management strives to help clients achieve long-term financial success and peace of mind.
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