LS Wealth Management LLC Redefining Wealth

LS Wealth Management LLC Redefining Wealth At LS Wealth Management, we specialize in building retirement income strategies designed to support the life you envision. That trusted advisor is LS Wealth.

Through our proprietary Redefining Wealth™ process, a comprehensive approach—aligning Income, Taxes, Healthcare and long term goals LS Wealth Management is a Financial Consulting firm serving areas across the Midwest, Northwest Ohio and United States. Founded in 2001, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships and crafting income plans

with each of our clients. We understand how important it is for you to be able to trust your Financial Advisor. We are comprehensive with our team approach to address our clients financial planning needs. CFP® CPA, MBA qualified team members, our team is highly credentialed and experienced. It is important to have a trusted advisor who utilizes a process to identify your needs. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. We invite you to discover and experience the power of our services. We believe in the far-reaching benefits our clients receive when provided with opinions from several sources with diverse backgrounds, education and experience. No one strategy fits everyone, which is why every client gets our undivided attention — from planning to execution to follow-up. We take a proactive approach to help you develop a strategy that addresses your financial goals and objectives, using the most efficient methods available. We are experienced, responsive and understand your need for integrity and transparency. To schedule a time to discuss your financial future, contact us at [email protected] or call us at (419)633-0955 today! Copyright 2024 ®

LS Wealth Management LLC is an Independently owned Wealth Management firm serving clients throughout the midwest and country. Established in 2001, we have built trust through our constant nurture of client relationships through communication, education, and team approach with our attention to detail and proprietary redefining wealth process℠. This framework helps coordinate balance and the key risk through retirement. Schedule a complimentary strategy session:
www.RedefiningWealth.info
For more resources check out the retirementent talk podcast. email: [email protected]

419-633-0955


Investment Advisory Services are offered through Virtue Capital Management (VCM) an SEC Registered Investment Adviser. LS Wealth Management is a separate entity. “The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Retirement isn’t just about how much you’ve saved—it’s about how much you get to keep.The way you withdraw money from yo...
09/01/2026

Retirement isn’t just about how much you’ve saved—it’s about how much you get to keep.

The way you withdraw money from your retirement accounts can have a significant impact on your tax bill and your long-term financial security.

A thoughtful income plan can help:
• Reduce unnecessary taxes
• Create more predictable income
• Help your savings last longer
• Provide greater confidence during retirement

What does financial freedom really mean in retirement?It’s more than the size of your portfolio.It’s the freedom to live...
08/30/2026

What does financial freedom really mean in retirement?

It’s more than the size of your portfolio.

It’s the freedom to live life on your terms, the confidence to face tomorrow, and the independence to make choices that align with your goals and values.

When your income, investments, tax strategy, healthcare planning, and estate plan work together, retirement becomes about living—not worrying.

Financial confidence isn’t just about wealth. It’s about having the freedom to enjoy what matters most.

Your retirement income can be perfectly secure—and yet those years can still feel empty. 😔💛MIT AgeLab sums it up with th...
08/29/2026

Your retirement income can be perfectly secure—and yet those years can still feel empty. 😔💛

MIT AgeLab sums it up with three questions:
Who will change my lightbulbs? 💡
How will I get an ice cream cone? 🍦
Who will I have lunch with? 🥪👋

Home upkeep 🏡, mobility 🚶‍♂️🚗, friendship 🤝—none of them show up on a balance sheet, and all of them shape what these years actually feel like.

We spend decades planning the money. The rest deserves a little planning, too. 📅✨

The market is important. Your strategy is bigger.Fed Chair Kevin Warsh’s remarks at Jackson Hole today signaled a notice...
08/28/2026

The market is important. Your strategy is bigger.

Fed Chair Kevin Warsh’s remarks at Jackson Hole today signaled a noticeably more hawkish stance on inflation — without actually committing to a rate hike.

But managing wealth means looking beyond today’s headlines. It means coordinating investments, income, taxes, and retirement decisions into one disciplined strategy designed around your goals.

That’s how we approach wealth management at LS Wealth.

Redefining Wealth.™

The best retirement plans go beyond investments.A trusted retirement advisor helps you:✔️ Create a personalized retireme...
08/23/2026

The best retirement plans go beyond investments.

A trusted retirement advisor helps you:
✔️ Create a personalized retirement strategy
✔️ Identify tax-efficient income opportunities
✔️ Manage risk through changing markets
✔️ Build reliable retirement income
✔️ Navigate life’s transitions with confidence

Retirement isn’t just about growing wealth—it’s about protecting it, creating dependable income, and helping you live the life you’ve worked so hard to achieve.

LS Wealth Management
Clarity today. Confidence tomorrow. Legacy always.

👉Your Power of Attorney is not a “set it and forget it” document.As life changes, it’s important to periodically review ...
08/22/2026

👉Your Power of Attorney is not a “set it and forget it” document.

As life changes, it’s important to periodically review your Power of Attorney (POA) and make sure it still reflects your wishes—and that the financial institutions holding your assets have the documentation they require.

A few things to keep in mind:

✅Not all Powers of Attorney are the same.
There are different types of POAs with different authorities, limitations, and effective dates. Your attorney can help determine which documents are appropriate for your situation.

✅Your financial custodian may require additional documentation.
Financial institutions such as Fidelity or Schwab may require their own forms, certifications, or affidavits in addition to the general Power of Attorney prepared by your attorney. Requirements can also change over time, so keeping these documents current can help avoid delays when they are needed most.

✅Choose your agent very carefully.
Depending on the authority granted in the POA, your agent may be able to perform many of the same financial functions you can—accessing accounts, moving money, making investment-related decisions, paying bills, and handling other financial matters on your behalf.

That is significant authority. Your agent should be someone you trust completely, who understands your wishes and will act responsibly in your best interest.

A little planning today can make an enormous difference for you and your family later.

⚠️Review. Update. Protect.

This information is provided for educational purposes only and is not intended as legal advice. Consult with a qualified attorney regarding your individual circumstances.

Your retirement plan should do more than tell you if you have enough money to last. It should answer the questions that ...
08/18/2026

Your retirement plan should do more than tell you if you have enough money to last. It should answer the questions that shape how you’ll live in retirement.

🔑We think there are 5 key questions, your Retirement Plan Should Answer:
📌How much can I spend each year?
📌When should I claim Social Security?
📌Where will my retirement income come from?
📌How will I pay for healthcare?
📌How can I reduce my lifetime tax bill?

At LS Wealth, we believe retirement planning is about more than investments. It’s about building a thoughtful plan for the life you want to live.

Let’s make your retirement plan answer the right questions.

Most people budget for travel, hobbies, and the fun parts of retirement—but completely overlook one of the biggest expen...
08/18/2026

Most people budget for travel, hobbies, and the fun parts of retirement—but completely overlook one of the biggest expenses: Healthcare.

A single 65-year-old retiring today may need approximately $172,500 in after-tax savings to cover healthcare costs throughout retirement—and that’s before factoring in the potential cost of long-term care.

The good news? With proactive planning, healthcare expenses can become a manageable part of your retirement strategy instead of an unexpected financial burden.

At LS Wealth Management, we help clients evaluate healthcare costs, retirement income, long-term care, and other planning strategies to identify the solutions that best fit their goals and circumstances.

Visit lswealthmanagement.com to learn how our Redefining Wealth™ Process can help you prepare for retirement with greater confidence.

Changed jobs recently? Don't leave your old 401(k) on autopilot! 🧭Since today is National Financial Awareness, now is a ...
08/14/2026

Changed jobs recently? Don't leave your old 401(k) on autopilot! 🧭

Since today is National Financial Awareness, now is a great time to take stock of your savings and make sure your money is aligned with your future.

Whether you're looking for more investment choices, better control, or just trying to simplify your accounts, an IRA rollover might be worth exploring.

📘 Grab a complimentary analysis to see what makes the most sense for your goals.

👉 Call to discuss: 419-633-0955

Don’t put all your eggs in one basket. You’ve heard it before—but what does that really mean for your portfolio?Diversif...
08/11/2026

Don’t put all your eggs in one basket. You’ve heard it before—but what does that really mean for your portfolio?

Diversification isn’t about eliminating risk. It’s about reducing the impact if one investment, one industry, or one part of the market has a bad year.

A well-diversified portfolio is designed to help you stay focused on your long-term goals—not short-term headlines.

📌 Save this post for the next time you review your investments or meet with your financial advisor.

LS Wealth Management
Redefining Wealth™

Address

122 East High Street Suite A
Bryan, OH
43506

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 9am - 2pm

Telephone

+14196330955

Website

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