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Our Commitment

While guiding and strengthening your financial decisions, we can help clients better understand the complexities of the financial world. Whether you’re a business owner or individual investor, our comprehensive strategies are designed to help you achieve your goals and enhance your future.

Commitment to Business Owners

Our independence enables us to work with countless plan sponsors and provide you with the best available options. From boutique firms, to large companies to non-profits, we approach every retirement plan with the same level of service and personalized attention. Our team of client-centered advisors focuses on delivering timely and prudent guidance to help plan sponsors implement and maintain truly outstanding retirement strategies.

This service extends to ensuring the retirement readiness of your individual employees. While serving as your leading fiduciary consultant, we will empower your plan participants to save and invest more effectively. By working closely with your firm, our advisors will offer your team ongoing guidance, enrollment assistance, and more. Our plans are engineered to strengthen the financial wellness of employees and enable them to enjoy the retirement they always imagined.

Commitment to Individuals

By offering sound counsel in all areas of your life, we strive to increase your total financial confidence. At LFC, we believe you deserve truly cutting edge strategies and unsurpassed service. As your trusted advocate, we strive to deliver an unwavering commitment to care for you, your family, and for your investments.

We value relationships and strive to truly know our clients and their families. Though we are heavily invested in your financial health, our focus extends far beyond your portfolio. We pursue a deeper sense of understanding so that we can provide unparalleled service and responsiveness to your needs. While enhancing your financial wellness, we want you to find your excitement and motivation beyond the success of your investments. Through understanding your current situation and identifying your most cherished goals, we endeavor to grow and protect your wealth through all stages of life.

Last reviewed 6/1/2022

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