Services
Lovsted Wealth Services
Coordinated guidance for the retirement you deserve
Your financial life is made up of many moving parts. Income, taxes, investments, healthcare, and legacy—all interconnected, all influencing your future. At Lovsted Wealth, we don’t treat these decisions as separate events. We bring them together through independentplanning designed to give you clarity, confidence, and long-term direction.
Our goal is simple:
To help you enter your best season of life with a coordinated strategy built entirely around you.
Our core services
Lovsted Wealth Services
Retirement Income Strategy
Customized Retirement Blueprints
We design structured, tax-aware income strategies that coordinate every account, benefit, and withdrawal source. Our goal is to help you enter retirement with clarity, knowing your income is reliable, sustainable, and aligned with the lifestyle you want to maintain year after year.
Lovsted Wealth Services
Investment Management
Disciplined Portfolio Strategies
Your investments should support your retirement, not complicate it. We build and manage portfolios tailored to your season of life, balancing liquidity, protection, and growth. Through disciplined allocation and ongoing oversight, we confirm your investments remain aligned with your income needs and long-term goals.
Lovsted Wealth Services
Tax Optimization
Strategic Tax Efficiency Planning
Taxes shape nearly every financial decision in retirement. Through coordinated Roth strategies, withdrawal sequencing, and long-range tax efficiency planning, we help you reduce avoidable taxation and protect more of what you’ve earned, so your plan stays stronger throughout your lifetime.
Lovsted Wealth Services
Healthcare Coordination
Integrated Medicare and Long-Term Care Planning
Healthcare costs can create uncertainty in retirement. We help you navigate Medicare choices, evaluate long-term care options, and integrate coverage into your broader financial strategy, so your plan is protected from unexpected expenses and aligned with your overall goals.
Lovsted Wealth Services
Legacy Planning
Intentional Legacy and Wealth Transfer Strategies
Your legacy is more than your balance sheet; it’s the impact you leave behind. We help you build a coordinated legacy and wealth transfer plan that reflects your values, protects your assets, and confirms the people and causes you care about are supported with clarity and intention.
Why coordination matters
Retirement touches every corner of your financial life. When decisions are made in isolation, you can be left guessing about the ripple effects. When they work together, your retirement should feel clear, intentional, and aligned with your goals.
Lovsted Wealth helps you bring structure to complexity, so every choice supports the next, and every part of your plan works in harmony.
When everything works together,
reitrement feels better
Transform decades of saving into a coordinated strategy that helps
empower you to enter your best season of life with confidence and direction.
