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Our Relationship Begins With You


Committed to the Values of Our Clients

As we work with a wide range of clients, it’s up to us to get to know you on an individual and personal level. As well-versed advisors in the financial industry, we have a grasp on how to address varying needs and tailor our services to fit your needs.


We Commonly Help Those Including


Pre-Retirees

If you haven’t already, there’s no better time than now to start saving for your retirement. Becoming financially prepared can be a tremendous stressor as time progresses, and we’re here to help ease that concern. We’ll help you understand how much you’ll need to retire and what it takes to maintain a comfortable retirement so you can enjoy every moment.

Retirees

There are unique financial challenges you may encounter as a retiree, including which accounts to access and when. At LFM, we have the experience and know-how to help you preserve your wealth and establish a lasting legacy for your loved ones.


Widows and Divorcees

We’re here for you during one of the most vulnerable times in your life. We know firsthand how difficult it can be to discuss these details with just anyone. Our hope is to connect with you and listen to your concerns. Comfortability is at the core of our conversations as we hold your hand through this journey.

Professionals

As a businesswoman herself, Tracey knows what challenges and financial complexities you're facing. Because she understands financial planning can be difficult, she works to create in-depth conversations that educate and clarify while addressing your concerns. From small business entrepreneurs and young investors just getting started to well-established professionals, we will define your goals and work to help you achieve them.