As small business owners ourselves, we have insight into your mission to enable your employees to retire successfully. We make it easier for you to sponsor & manage a plan that does that!Learn More
Who We Are
Uniting over 75 years of collective experience, our advisors dedicate their expertise to helping clients achieve greater financial independence.Learn More
As your trusted advocate, we make the financial world easier to navigate whether you are leaving college and starting a family or leaving a career to enjoy retirement.Learn More
Your Leading Financial Counselor
Since 1959, LFC has helped businesses and individuals fortify their financial wellness. As veterans of the financial services industry, we serve clients with the highest level of attention, care, and personalization. While keeping your goals at the heart of our process, we strive to make your life easier by integrating all areas of your financial life.
Our independence enables us to provide strategies best suited to your needs. For business owners, we will serve as your fiduciary consultant and build leading retirement plans that reward your employees and enhance your culture. For individual investors, we will create custom solutions that accomplish your own objectives while protecting your loved ones. Whatever you hope to achieve, we are committed to cultivating and protecting your financial wellness.Contact Us
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
You’ve made investments your whole life. Work with us to help make the most of them.
How Income Taxes Work
A quick look at how federal income taxes work.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Understanding how capital gains are taxed may help you refine your investment strategies.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
It may help your business be better prepared in the event of the death of a principal or key employee.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There’s an alarming difference between perception and reality for current and future retirees.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here is a quick history of the Federal Reserve and an overview of what it does.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.