Utilizing the expertise of an LFS, Certified Financial Planner®, you can map out your future. Using plans, goals, and a proven monitoring process; you are one step closer to your dreams.
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Financial Planning HONEST ADVICE
$100 Income Tax PREPARATION
Tax Preparation & Planning are essential activities for Individuals, Small & Large Businesses & Non-Profits. Get more details on $100 Individual Tax Returns & other related services.
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Fee Based Asset MANAGEMENT
We’re advisors, not sales people and our success depends solely on the success & growth of our clients’ portfolios. Learn the difference an active & truly unbiased advisor can make for your future.
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Free Portfolio REVIEW
A professional second opinion can provide a clear outlook. Utilizing LFS in house research, Standard & Poor's, and a line of research options; we can present you multiple views on your positions.
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Value Added SERVICES
LFS is well known for extraordinary value added services. We offer a truly unique experience, different from the typical firm. Let our advisors show you how client appreciation feels.
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401(k), 457(b), 403(b), Roth 401 (k), IRA, Roth IRA
Simplify Your Retirement
Saving in 401(k), 457(b), 403(b), Roth 401 (k), IRA, Roth IRA?
Consolidating your old qualified retirement plan can provide enormous benefits.
An IRA rollover or IRA management can offer value, guidance, and choices!
New to retirement saving?...Learn how to start creating your future today by speaking with an experienced retirement advisor.
At LFS, we compare the expenses and benefits within different options to find the best choice to meet your financial needs.
An IRA can give you a choice between an LFS managed account, mutual funds, stocks, bonds, ETFs, U.S. Treasuries, and FDIC-insured CDs. Our clients find our multitude of choices very appealing in comparison to the 10-20 investments given in the typical 401k, often chosen by a member of your company HR department, not an experienced investment advisor. These choices are often not in line with your investment objectives.