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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.

  • Financial Planning
  • Asset Management
  • Retirement Planning
  • IRA’s and 401(k)’s
  • College Planning
  • Mutual Funds, Stocks & Bonds
  • Fixed and Variable Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Pension Rollovers
  • Union Friendly/Socially Conscious Investments

All Securities Offer Through Money Concepts Capital Corp. | Member FINRA / SIPC

Money Concepts Advisory Service is a Registered Investment Advisor with the SEC
All Non Securities and Non Advisory Products through Money Concepts International, Inc.
11440 North Jog Road, Palm Beach Gardens, Florida 33418 | www.moneyconcepts.com | 561-472-2000
Products offered; 1. Are not federally-insured; 2. Are not obligations of the credit union; 3. Are not guaranteed by the credit union; 4. Involve investment risk, including loss of principal.

Our focus is on you, not on selling a particular product. This is why we give you a choice in how you partner with us:

  • Fee only – Pay only for services you use, from a complete financial plan to collaborative investment accounts.
  • Traditional – Get professional help with services across the financial spectrum such as mutual funds, life insurance, long term care insurance, retirement annuities and more.
  • Fee based – Your assets will be managed by one of over 200 professional investment firms for an annual fee, generally a percentage of the managed assets.

Call and make an appointment to take the first step towards improving your financial future.

Baltimore Area Representative:

Aaron Welch, Money Concepts
1200 E Joppa Road, Suite G
Towson, MD 21286
(667) 308-2724

Washington DC Area Representative:

Woody Leach, Money Concepts
7700 Old Branch Ave, Unit E-205
Clinton, MD 20735
(888) 532-2496


Current Newsletter Topics


Five Keys to Investing for Retirement

Maintaining Your Financial Records

Saving for Retirement

Saving for College

Test Your Knowledge of Financial Basics


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Wealth Management - May 2018