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
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Do you know where the idea of “retirement” comes from?
For some, the social impact of investing is just as important as the return, perhaps more important.
Six overlooked tax deductions to help manage your tax bill.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
All about how missing the best market days (or the worst!) might affect your portfolio.
When should you take your Social Security benefit?