Legacy Care Wealth

Lavish Financial Planning, LLC is a family-focused financial planning practice based in New Jersey that works both in-person and virtually with clients across the country. They develop goal-based financial plans to capture current and future financial circumstances.

Many of their clients are individuals, couples, and families facing large life decisions needing proper tools and guidance. They employ comprehensive financial planning, tax efficiency planning, goal-based planning, and savings and budgeting models to capture cash flows for clients that align with their life goals. They strive to understand and communicate a comprehensive view of family wealth and lifetime success.

Through their fee-only platform, they are aligned with their clients’ interests to maximize wealth. They provide customized service and independent advice to guide investment choices that are in the client's best interest.