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
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Building Your Legacy
A four-step framework for building a personal legacy.
Important items to consider when purchasing condo insurance.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Good employee health can be great for the company’s bottom line.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What is your plan for health care during retirement?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know these three personal finance sayings?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?