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.
Our Financial Services
The last few years have brought about big changes in the world, and as a result there is a lot of uncertainty in our financial future. It can be very scary, but at LMR Retirement, we are here for you.
Are you are single and just looking out for yourself?
Or do you have a young family and want to put a solid plan in place?
Maybe you are headed into retirement - or are already there.
Whatever your stage in life, needs and goals - we are ready to help.
At LMR Retirement, we believe foremost in retirement education: informing you about the tools, topics and services that can better prepare you for your retirement journey.
We want to do this in a caring, comfortable setting that opens up honest communication. We want to build a strong, long-term relationship that continues to keep you informed and helps bring you a continued understanding of your retirement strategy.
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.
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.
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.
Asset Protection
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).
Our Asset Protection Services:
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.
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.
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.
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.
Contact Lindsay
Have a question? Send a message and she will be in touch with you soon.
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 IRA & 401(k) Rollovers IRA Legacy Planning
