Financial Planning for a Better Retirement

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Family Business

At L3 Family Wealth Partners, our family business focuses on creating customized comprehensive financial plans to help you and your family achieve your financial goals.

Personalized Approach

We work with a wide range of clients of all different ages, net worths, and risk profiles, so it’s critical to take a thorough and patient approach. Our initial priority is understanding you and your family’s personal and financial situation.

Financial Planning

Our next priority is analyzing and translating the information into a comprehensive plan that not only meets your needs but that you also UNDERSTAND.

As Seen On

L3 Family Wealth Partners on TV

Watch us weekly!

The Money Report | CBS Sunday Mornings

Orlando (WKMG-TV) & Minneapolis (WCCO-TV)

RETIREMENT REALITY REPORT RADIO & PODCAST

Tune in!

NewsRadio 830 WCCO
Saturdays at 11:00 a.m.

Listen Now

Annuity Reality Report

Does your annuity match your retirement goals? Are you curious about how an annuity might work into your retirement strategy?

Test it out with our Annuity Reality Report!

Our Mission Statement

As you and your family’s financial partners, it is our mission to educate and assist in building assets during your life, creating longevity and income during your retirement, and providing a sound legacy plan for generations.

About Our Company

Life

ACCUMULATE AND GROW ASSETS DURING YOUR LIFE.

Every financial situation is different, and there’s no one-size-fits-all approach to growing wealth. As a Certified Financial Planner® (CFP®), Marc Linsky specializes in wealth management and building customized investment portfolios. We understand your risk profile, investment time horizon, and expected future life events. The investment world is a difficult place to navigate, and we’d like to help guide you.

Life

Longevity

REPLACE INCOME FOR A COMFORTABLE RETIREMENT.

Due to the improvements in medicine and technology, people are living longer than ever. A common concern among clients is outliving their wealth. We don’t just focus on the now; we also focus on the future. Together, our plan prepares for your retirement and ensures that you understand how your income will be replaced so you can focus on the things that you enjoy.

Longevity

Legacy

PLAN YOUR FAMILY’S WEALTH FOR GENERATION.

We understand that your family is important and aim to help you best prepare for their future. Wealth building ensures that you will not only have a stress-free retirement, but that the next generation of your family’s wealth is passed down according to your wishes. Enjoy your hard-earned assets in retirement by having a customized legacy plan in place.

Legacy

Get My Retirement Reality Report

Is your current retirement plan measuring up with your retirement goals? Fill out the form below to request your Retirement Reality Report appointment.

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