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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Here are five facts about Social Security that are important to keep in mind.
Couples may be able to head off many of the problems in a marriage that money can cause.
Apps that help small business owners better manage and grow their business.
Knowing your options when a CD matures can help you make a sound investment decision.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
With alternative investments, it’s critical to sort through the complexity.
Do you have causes that you want to support with donations? Here are three tips.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.