Info

Britts, Lackie & Associates, LLP offers financial planning with a twist. We have "no products" to sell. We can assist you in planning for those events life will surely throw your way from buying a home, saving for your children's education, planning for retirement or transferring your assets at your passing. We help you take a big-picture look at where you are financially. Our process includes the six elements of the financial planning process which includes:Establishing and defining the client-planner relationship Gathering client data Analyzing and evaluating your financial status Developing and presenting financial planning recommendations Implementing the financial plan Monitoring the financial planning recommendations