Pre-Retirees
Shape your ideal retirement with a plan that flows with your dreams.
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Business Owners
Nurture your potential with a strategy that supports your growth and future.
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Entrepreneurs
Foster your business growth and navigate the financial terrain with steady guidance.
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High-net Worth Families
Secure your family’s future with thoughtful planning and guidance.
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Next-gen builders
Cultivate a strong financial foundation for the future you envision.
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Professional athletes
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Dana Ehrig
Executive Assistant
An up and coming social media & marketing guru, Dana brings her skills to the LFG team by providing our clients and advisors with the best possible experience and an unparalleled level of diligence and accuracy.
Dana attended Brookdale Community College to begin her undergrad and finished with her Bachelors in Marketing at Monmouth University. Throughout her school career, Dana worked at a privately owned fitness facility, which sparked her passion for fitness and there she learned how to properly service clients.
Currently Dana lives in Marlboro, NJ where she was born and raised! She is an only child and comes from a small, but tight-knit family. In her spare time, she enjoys all things beauty and fitness related! Along with running a beauty blog, Dana enjoys learning new techniques and ways to improve herself in both mind and body.
Insights
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August 2026: Tomoro Market & Portfolio Update
This Month’s Key Takeaways U.S. markets were mixed in July, as continued strength in corporate earnings and optimism around AI were offset by risin...
ESOPs Explained: A Practical Option for Business Owners Planning an Exit
If you are thinking about selling your business, you are likely balancing a few competing goals. You want fair value. You want to reduce taxes wher...
Business Owner Priorities Today: Control, Resilience, and Optionality
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The Case for Including Bitcoin in a Diversified Portfolio
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The Big Beautiful Bill Act Is Now Law
What It Means for Individuals, Business Owners, and Long-Term Strategy On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law—...
Why Wealthy Families are Turning to Independent Wealth Managers
Traditionally, the term “wealth management” conjures images of vast, venerable institutions. Gray suits. Jet black buildings. Nineteenth century fo...
The Family Business Succession Playbook
Legend has it that Andrew Carnegie, an all-time titan of industry, once commented on the challenge of preserving family wealth beyond three generat...
Legacy: What Does It Really Mean
Legacy: What Does It Really Mean? Words carry power. But sometimes, through overuse, we drain them of meaning. The word legacy has suffered t...
