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Home > Financial Services > Stock Brokers > Lucien, Stirling & Gray Financial Corporation
Lucien, Stirling & Gray Financial Corporation
Lucien, Stirling & Gray Financial Corporation is a member of NASD, the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Lucien, Stirling & Gray Advisory Group, Inc. is an independent; Austin owned firm registered under the Investment Advisors Act of 1940. The firm offers fee based Financial Planning Services, Asset Management Services and Corporate Retirement Plan consultation for individuals, corporations, trusts, and foundations.
The Company offers a full range of fee based planning and benefits management services. Their foremost goal is to help you create positive options and choices in your financial affairs. They believe that intelligent financial advice, offered in the context of real life, is the most valuable service they can provide.
They live in a time when many of them can be expected to live as many as 20 to 30 years in retirement, and in a time when the importance of a good education has never been greater. Today, more and more responsibility for financial security is being transferred to individuals, and a poorly planned estate can lose 40 percent or more of its value to taxes. The cost of ignorance has never been higher.
The Company provides a full range of fee based planning services to help clients deal with complex issues like retirement planning, college funding, asset protection, and estate planning. They do so in a manner that takes into account not only the numbers and technical issues, but also the complex emotional issues that are so closely intertwined with most planning decisions.
It provides specific asset management services for clients with portfolios of 100,000 dollars or more, utilizing a vast universe of no load investment vehicles. They combine rigorous on going research and analysis with an in depth understanding of both their clients' individual needs, and the behavior of the world’s financial markets. They have the ability to access hundreds of professional money management firms, in order to provide their clients with the most effective asset management services possible.
As they continue to grow, they look to recruit associates with expertise in estate planning, tax planning, retirement planning, and money management.
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