Small Businesses

Running your own business takes a lot more than just hard work. It also requires the right financial plan – one that accounts for your own personal financial needs.

When you work with an L&M advisor, you’ll have access to a full range of products and services that can help you create and preserve your own personal wealth, such as the many tax-advantaged retirement savings options available to business owners.

In addition, we can develop a competitive employee benefits package that not only helps you save money through tax incentives, but also helps you to attract and retain quality employees. To start, we can even conduct an independent audit of your current employee group benefits package to ensure you and your employees are maximizing your existing benefits, while minimizing the costs.

At L&M, we have the depth of experience and breadth of services to facilitate a better financial picture – for both you and your business.

Tell us about your financial goals

Products & Services L&M Can Offer Small Businesses

  • 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