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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
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Probate can be a completely public process, or it can be managed to include as little information as possible.
When to start? Should I continue to work? How can I maximize my benefit?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Here are 4 great, and sometimes unexpected, places to raise a family.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Have you found yourself suddenly single? Here are 3 steps to take right now.
All about how missing the best market days (or the worst!) might affect your portfolio.
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?
How do the markets usually react to elections? Was the 2016 election any different?
Here are five facts about Social Security that might surprise you.