LFP Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management 
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

 

Products Offered

Investments:

  • Stocks, Bonds & Mutual Funds
  • Alternative Investments
  • Fee Based Advisory

Individual Needs:

  • Retirement Planning & Estate Planning
  • Individual Retirement Accounts (IRAs), Traditional and Roth
  • Rollover IRAs
  • Annuities
  • Long Term Care Insurance
  • Life Insurance (Term, Whole Life, Indexed Life)
  • Disability Insurance
  • Final Expense & Pre-Need Trust Planning

Employer Sponsored Group Retirement Plans:

  • 401(k) Retirement Plans
  • 403(b) Retirement Plans
  • Simple IRA Plans
  • SEP Plans
  • Defined Benefit Plans / Cash Balance Plans

 Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies.