L3 Family Wealth Partners Expands Services by Opening New Office in Minneapolis to Assist Clients
In a strategic move to better serve the Minneapolis community, L3 Family Wealth Partners has recently inaugurated a new office located in the historic Mill District. This expansion is a testament to the firm's unwavering commitment to providing essential financial planning services focused on retirement strategies, a necessity that continues to grow as more individuals approach retirement age. Founded with the objective of making retirement planning not just accessible but also comprehensible, L3 Family Wealth Partners is dedicated to fostering trust and security among their clients.
For years, L3 has been a steadfast ally for retirees and pre-retirees across the nation, and this new establishment signifies the strengthening of their relationships within the Minnesota area. According to Marc Linsky, a Senior Partner at L3, the decision to set up an office in Minneapolis was not simply motivated by market analytics but stemmed from the strong connections built with local families over time. "Our goal has always been to provide thoughtful and specialized financial planning as individuals transition into one of life's most significant phases," explained Linsky. This proactive approach ensures that clients can receive tailored guidance effectively and efficiently.
The services that the Minneapolis office will offer encompass a wide spectrum of financial planning necessities encompassing retirement income strategies, tax-efficient investment approaches, portfolio management, Social Security optimization, and legacy planning. Each service is meticulously designed to adapt to the client's unique financial situation and objectives. L3’s legacy as a multi-generational family business imbues their operations with values that prioritize education, accessibility, and long-term relationships with their clients.
Adding to their community outreach, L3 Family Wealth Partners extends its influence through various media platforms. The firm reaches a broad audience weekly via "The Money Report," broadcast on CBS every Sunday morning, as well as “The Retirement Reality Report,” which airs on Saturdays at 10:30 a.m. on WJNO 1290. These programs are aimed at demystifying retirement planning and empowering listeners with actionable knowledge that can significantly influence their financial futures.
David Linsky, an Advisor at L3, highlighted the importance of their community commitment: "As a family-operated business, we understand the need to be present and engaged within our communities. It's not just a matter of financial advisory; it's about forming authentic connections with individuals and truly understanding their aspirations and challenges throughout their financial journey. This personal touch is what allows us to provide exceptional service to our clients."
This proactive engagement not only enriches the clients’ experiences but also sheds light on the firm’s vision—helping individuals retire confidently and successfully. With this new office, L3 Family Wealth Partners aims to become an even more invaluable asset for the Twin Cities’ local populace.
At its core, L3 Family Wealth Partners stands committed to its mission: to guide individuals and families through the intricacies of retirement with confidence. With their wealth of experience and array of tailored services, L3 emerges as a cornerstone for anyone looking to understand and navigate the complexities of retirement planning. To learn more about their offerings, visit www.L3fwp.com. As always, L3 Family Wealth Partners emphasizes the importance of supporting their clientele through every aspect of their financial journey, promising assistance that is not just about numbers but about lives and legacies.
For years, L3 has been a steadfast ally for retirees and pre-retirees across the nation, and this new establishment signifies the strengthening of their relationships within the Minnesota area. According to Marc Linsky, a Senior Partner at L3, the decision to set up an office in Minneapolis was not simply motivated by market analytics but stemmed from the strong connections built with local families over time. "Our goal has always been to provide thoughtful and specialized financial planning as individuals transition into one of life's most significant phases," explained Linsky. This proactive approach ensures that clients can receive tailored guidance effectively and efficiently.
The services that the Minneapolis office will offer encompass a wide spectrum of financial planning necessities encompassing retirement income strategies, tax-efficient investment approaches, portfolio management, Social Security optimization, and legacy planning. Each service is meticulously designed to adapt to the client's unique financial situation and objectives. L3’s legacy as a multi-generational family business imbues their operations with values that prioritize education, accessibility, and long-term relationships with their clients.
Adding to their community outreach, L3 Family Wealth Partners extends its influence through various media platforms. The firm reaches a broad audience weekly via "The Money Report," broadcast on CBS every Sunday morning, as well as “The Retirement Reality Report,” which airs on Saturdays at 10:30 a.m. on WJNO 1290. These programs are aimed at demystifying retirement planning and empowering listeners with actionable knowledge that can significantly influence their financial futures.
David Linsky, an Advisor at L3, highlighted the importance of their community commitment: "As a family-operated business, we understand the need to be present and engaged within our communities. It's not just a matter of financial advisory; it's about forming authentic connections with individuals and truly understanding their aspirations and challenges throughout their financial journey. This personal touch is what allows us to provide exceptional service to our clients."
This proactive engagement not only enriches the clients’ experiences but also sheds light on the firm’s vision—helping individuals retire confidently and successfully. With this new office, L3 Family Wealth Partners aims to become an even more invaluable asset for the Twin Cities’ local populace.
At its core, L3 Family Wealth Partners stands committed to its mission: to guide individuals and families through the intricacies of retirement with confidence. With their wealth of experience and array of tailored services, L3 emerges as a cornerstone for anyone looking to understand and navigate the complexities of retirement planning. To learn more about their offerings, visit www.L3fwp.com. As always, L3 Family Wealth Partners emphasizes the importance of supporting their clientele through every aspect of their financial journey, promising assistance that is not just about numbers but about lives and legacies.
Topics Financial Services & Investing）
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