Wealth Management
Saving for retirement and protecting your family is crucial. We can no longer just work for our money – our money must work for us. LM Federal Financial Planning and Wealth Management services exists to grow your wealth. Whether you’re just starting out or looking to maximize and build your savings, we can help improve your financial situation.
LM Federal Wealth Management is partnered with Money Concepts, a worldwide network of financial planning centers keyed to individual, family and business planning. It is associated with Money Concepts Capital Corp., a broker-dealer and member of FINRA and SIPC. Together, they provide insurance, investment and financial planning services to thousands of families worldwide. Their mission is in line with ours – to make professional financial planning available to everyone – not just the affluent.
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Financial Planning
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Asset Management
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Retirement Planning
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IRA’s and 401(k)’s
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College Planning
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Mutual Funds, Stocks & Bonds
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Fixed and Variable Annuities
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Life Insurance
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Long Term Care Insurance
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Pension Rollovers
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Union Friendly/Socially Conscious Investments
