LS Financial Group is dedicated to providing today’s leading services for each and every one of our clients. As we answer your important questions and create a customized plan for success, you can trust LS Financial Group to have your best interests in mind.
Are you satisfied with your CD and money market returns? Let us show you how an annuity can offer safety and guaranteed lifetime income, with potentially better returns than you are currently getting. Indexed annuities offer a low, guaranteed interest rate; plus the potential for additional interest credits based on a percentage of stock market gains. One of the most attractive benefits of indexed annuities is that there is no risk for loss of principal due to stock market declines.
When is the best time to begin taking Social Security? Are you paying too much tax on your Social Security income? Get the most out of your Social Security benefits and understand the best options for you and your unique financial situation.
Life Insurance/Long Term Care Insurance
Do you have your loved ones protected? Have you thought of how to pass your legacy on to your beneficiaries tax-free? Increase your understanding of the different life insurance plans available and let us help you choose the right one for you and your family. No one plans to need long term care; however, Fidelity Investments says a typical couple retiring at age 65 today, will need about $240,000 to pay for future health care costs. Let us help you make an informed decision and protect yourself from the uncertainty of tomorrow.
Do you currently have a financial retirement strategy that considers your goals, income needs, Social Security plans, and investments? LS Financial Group offers a complimentary, customized analysis to help you understand your current financial situation and plan for a better tomorrow.
Why hire an Investment Advisor? One of our most important services is providing objective advice in order to minimize the emotional pitfalls associated with managing assets. We want to ensure that you stay the course and achieve your long-term investment goals. We can also assist you in establishing and pursuing realistic and appropriate long-term investment objectives. These will provide structure and discipline to the portfolio management process.
Helping You Build, Protect, and Preserve
We specialize in helping our clients with their efforts to achieve financial independence. It is our belief that excellence in service is achieved by concentrating on one thing: helping you successfully navigate the financial maze to retirement with income growth and, above all, safety. At LS Financial Group it p.is our goal to treat every client as a member of our family, building a caring and lasting relationship.
"My passion and mission is to help my clients design and implement a personal pension plan to assist them in transitioning into retirement. I aim to position my clients for a comfortable and secure retirement, with the highest, most tax-favored income stream they cannot outlive. My approach is anchored on plans built safely, because my clients deserve nothing less!"
Len Strickler, Founder and CEO