L3 Family Wealth Partners Expands Office to Serve Local Clients
L3 Family Wealth Partners Expands Office to Serve Local Clients
L3 Family Wealth Partners, a distinguished financial planning firm specializing in retirement strategies, has recently announced the opening of a new office in the Mill District. This bold expansion is aimed at meeting the increasing demand for retirement planning services, particularly tailored to the needs of retirees and pre-retirees.
The firm has long had a strong presence in its local market, fostering solid connections with families in the area. The establishment of this new office enhances their ability to offer in-person guidance, ensuring families can easily access expert retirement planning strategies.
Marc Linsky, a Senior Partner at L3 Family Wealth Partners, expressed the firm’s commitment: "We recognize the importance of providing specialized, thoughtful financial planning as individuals approach one of the most significant stages of their lives. Our decision to expand was motivated by our ongoing relationships with clients, not just market trends. This new office allows us to be more present and responsive to their evolving needs."
In the new location, clients can expect the comprehensive suite of services that L3 Family Wealth Partners is renowned for, including retirement income planning, tax-focused investment strategies, portfolio management, Social Security optimization, and legacy planning. With decades of experience, the firm strongly emphasizes education, accessibility, and building lasting relationships, which are reflected in their outreach through media channels.
L3 Family Wealth Partners engages with a broad audience weekly through its informative shows. The Money Report airs every Sunday morning on CBS, while The Retirement Reality Report, a radio segment, is broadcast on Saturdays at 10:30 a.m. Through these platforms, L3 is dedicated to making retirement planning approachable and equipping listeners with actionable knowledge.
David Linsky, an Advisor at L3, added, "Our family business is built on integrity and a deep commitment to the communities we serve. As a family, we understand the importance of being present—not just as financial advisors, but as active members of the community. Being involved in our neighborhoods enables us to connect with people genuinely and comprehensively understand their challenges. Our focus is not just on helping them plan for retirement; it’s about ensuring they feel supported through their entire financial journey. That’s why I’ve chosen to live here—to better serve this wonderful community."
As L3 Family Wealth Partners looks ahead, the firm aims to be an invaluable resource for its clients, helping them retire with clarity and confidence, and enhancing their service and commitment to the local community.
About L3 Family Wealth Partners
L3 Family Wealth Partners is a comprehensive financial planning firm that focuses on retirement strategies. With extensive experience and a client-first approach, the firm assists individuals and families in navigating the complexities of financial challenges during retirement. L3 engages audiences nationwide through its weekly TV segments, radio programs, and live community events, providing necessary education and insights for those preparing for life’s next chapter.
Frequently Asked Questions
What services does L3 Family Wealth Partners offer?
L3 Family Wealth Partners offers various services, including retirement income planning, portfolio management, tax-focused investment strategies, and legacy planning.
Why did L3 Family Wealth Partners open a new office?
The new office was opened to meet growing demand for retirement planning services and strengthen the firm's presence in the community.
How can clients benefit from visiting the new office?
Clients will have easier access to personalized, in-person retirement planning consultations, enabling them to receive tailored advice directly.
What media channels does L3 Family Wealth Partners use for outreach?
L3 Family Wealth Partners reaches audiences through The Money Report on CBS and The Retirement Reality Report radio program.
What is the company's approach to financial planning?
The company emphasizes education, accessibility, and building long-term relationships to support clients on their financial journeys.
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