Individuals & Families

For many individuals and families, the process of financial planning can seem like an expensive or overwhelming proposition. But at L&M Financial, our Financial Advisors through their affiliation with Securities America, Inc. have been helping people just like you plan for the future and strive toward their financial goals since 1972.

Whether you’re getting ready to start a family, or are about to transition into retirement, an L&M Financial Advisor will work with you to discuss your needs and endeavor to develop a plan to protect and grow your assets, minimize tax liabilities, and ensure you’re well protected with the right mix of insurance coverage.

We’ll also revisit the plan on a regular basis so we can make adjustments as your needs change. Our aim is to develop a long lasting relationship with you so we can help you work toward your financial goals – today, tomorrow, and in the years to come.

Tell us about your financial goals

Products & Services L&M Can Offer Individuals & Families

  • Financial & estate planning
  • Long-term care planning
  • Pre & post-retirement counseling
  • Tax-favored investments
  • Mutual funds
  • Equities
  • Life insurance
  • Disability insurance
  • Funding for education
  • 401(k)
  • 457(a) Deferred Compensation
  • Individual Retirement Accounts (IRAs)
  • Payroll deduction services