About Our Firm
Experienced, reputable financial management.
At LS Wealth Strategies LLC we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals.
While working with LS Wealth Strategies, you will find timely, unbiased investment advice, and a promise to do so with the highest level of integrity and service to work towards your unique financial goals.
Bill Saplicki with LS Wealth Strategies LLC has extensive training and experience in:
- Retirement Income Planning
- Asset Management
- Investment Selection
- Asset Protection Strategies
- Generational Asset Transfer
- Tax-Advantage Strategies
- Insurance Planning
Our expertise and focus is on Retirement Income Planning. In addition, we work hand-in-hand with Tax Professionals to develop tax efficient investment portfolios and tax saving strategies. Our relationships with Legal Professionals allows us to assist our clients in business planning as well as the transfer and conservation of assets. Our investment discipline is based on strategic planning, asset allocation and risk management, rather than individual stock selection. By leveraging all of the resources of the First Allied Securities Inc., we will work with you to form an investment profile to meet your individual needs and goals.
Our broker dealer, First Allied Securities, Inc., based in San Diego, California, is the firm of choice for independent financial advisors who seek to grow their businesses. First Allied’s exclusive business development platform has been constructed to provide entrepreneurial advisors with the industry's most comprehensive platform for growth.
*Please see the “Five Star Professional” page with additional details and information.