https://lwplan.com/our-team daily 0.75 2024-06-17 https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/cd7f821e-adc3-43b2-bc92-f5f8c96693a7/Scott+1.jpg Our Team Scott D. Sorum Owner/ Managing Member & Financial Advisor scott@lwplan.com https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/21c91919-0f95-4ee8-8df4-61b1f1ff98a0/caleb2.jpg Our Team Caleb Bell Client Service and Advisor Assistant caleb@lwplan.com https://lwplan.com/our-story daily 0.75 2024-03-01 https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/1708971489050-WEEORTBFYY826HLSHN19/GettyImages-506286724.jpg Our Story https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/1548189027308-RW3E2WNFQMEXS57OI3RH/image-asset.jpeg Our Story https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/1708127307725-XIN32ODMIQCIIM6CSUC6/image-asset.jpg Our Story https://lwplan.com/home-1 daily 1.0 2024-12-20 https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/1708974227480-IVRKTUXMCZ0PNDFSF2L9/image-asset.jpeg Home - Efficiency Making sure your money is working for you effectively is like making sure your engine is firing on all cylinders. We look at the different aspects of your financial life and help determine if your money is going to appropriate places at an appropriate time. Understanding life’s demands for each person in conjunction with their age helps us begin to understand efficient ways for each person to coordinate their assets. The ultimate goal though is to maximize income efficiently at retirement. https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/1607029317211-1199L6PPIZAOTL90UODT/image.jpg Home - Create and Grow Wealth We believe creating and conserving wealth starts with a plan. We come alongside each of our clients to help make sure their plan is set up to not only maximize wealth but conserve and preserve it for the future. Our goal is to help create wealth with a combination of investment tools. https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/1607029540544-50EW3GOCA69BBZY1UFMM/image-asset.jpeg Home - Conservation and Distribution Climbing the financial mountain may not be easy, but once you’re at the top you have to get down, and often times that may be where you can hurt yourself. You spend your whole life making sure your money is being used efficiently, and creating and conserving your wealth but have you actually ever thought about how to distribute your income in a sustainable way at retirement? https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/1607029378924-H1DXEQSJMV296ZEXNIKX/image-asset.jpeg Home It’s a process, but we have to start somewhere. We believe in getting to know you on a personal level so we can best understand your unique needs. As advisors, we need to acknowledge and understand our client's immediate needs, short-term and long-term goals. https://lwplan.com/contact-us daily 0.75 2024-12-17 https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/1546039462502-0YSN4RT6IE37UMPYNGNE/image-asset.jpeg Contact Us https://lwplan.com/home-1-1 daily 0.75 2025-06-13 https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/1708974227480-IVRKTUXMCZ0PNDFSF2L9/image-asset.jpeg Home (Copy) - Efficiency Making sure your money is working for you effectively is like making sure your engine is firing on all cylinders. We look at the different aspects of your financial life and help determine if your money is going to appropriate places at an appropriate time. Understanding life’s demands for each person in conjunction with their age helps us begin to understand efficient ways for each person to coordinate their assets. The ultimate goal though is to maximize income efficiently at retirement. https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/1607029378924-H1DXEQSJMV296ZEXNIKX/image-asset.jpeg Home (Copy) It’s a process, but we have to start somewhere. We believe in getting to know you on a personal level so we can best understand your unique needs. As advisors, we need to acknowledge and understand our client's immediate needs, short-term and long-term goals. https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/1607029540544-50EW3GOCA69BBZY1UFMM/image-asset.jpeg Home (Copy) - Conservation and Distribution Climbing the financial mountain may not be easy, but once you’re at the top you have to get down, and often times that may be where you can hurt yourself. You spend your whole life making sure your money is being used efficiently, and creating and conserving your wealth but have you actually ever thought about how to distribute your income in a sustainable way at retirement? https://images.squarespace-cdn.com/content/v1/5b579e96e2ccd14592eadc3f/1607029317211-1199L6PPIZAOTL90UODT/image.jpg Home (Copy) - Create and Grow Wealth We believe creating and conserving wealth starts with a plan. We come alongside each of our clients to help make sure their plan is set up to not only maximize wealth but conserve and preserve it for the future. Our goal is to help create wealth with a combination of investment tools.