OUR SERVICES

One of the biggest concerns people have is not knowing how much they need to save for retirement.


We'll help you find out.

Since we are independent, we offer a wide variety of services, products and approaches. We'll help you develop a custom financial strategy that's right for you.


Regardless of how close or far away from retirement you are, we can help you meet your individual financial needs and achieve your goals.

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Unlike the working years, where you’ve likely drawn a regular paycheck, at retirement it’s time to pay yourself.


Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive?


We can help.

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Tax-Free Growth Options from LMR Retirement Advisor, St Pete

How you approach your financial planning today defines what your life will look like later.



We'll show you effective tools for saving, and tax-free sources of cash flow in retirement.

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Asset Protection

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We keep our eyes on the horizon so you can enjoy your retirement.


We’ll design a strategy to help you minimize risk, including the risks of market loss, inflation or liquidity (not having cash accessible when you need it).

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Our Asset Protection Services:

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We understand the importance of securing your family's financial future, especially when it comes to your most significant investment – your home.


You'll have peace of mind, knowing that your loved ones are safeguarded from unforeseen circumstances that could jeopardize your ability to meet your mortgage obligations.

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Life insurance can play an important role in an overall financial strategy — to protect yourself and your loved ones should the unthinkable happen —and in some cases, to help preserve your assets for future generations.

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For retirees, outliving good health can be both a mental and financial blow.


Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.

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You want nothing but the best for your children, including a secure and prosperous future.


Our Children's Plans are comprehensive and forward-thinking solutions designed to help you lay a solid financial foundation for your little ones, tailored to your family's unique needs and goals.


You'll be able to provide your children with the necessary resources to pursue their dreams, whether it's funding their education, supporting their career aspirations, or helping them start their own business someday.

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Contact Lindsay

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Have a question? Send a message and she will be in touch with you soon.

Schedule a phone call with Lindsay, now!

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize insurance products.

Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

We can also refer you to professionals who provide the following services:


Trusts   Probate   Charitable Giving   Estate Planning   Tax Planning

Wealth Management   Investments   I
RA & 401(k) Rollovers   IRA Legacy Planning