A comprehensive financial plan gives you an in-depth view of your current and future financial needs and acts as a road map to achieving your financial goals. We begin by taking a look at your current financial situation. This allows you to see where you are today so that you can plan and begin your financial journey to where you would like to be.

Planning services that LMC offers are:

Financial Independence Planning

Looking at your entire financial picture, from personal income and expenses to family trusts, LMC determines your current overall financial situation. We then work with you to create an investment strategy and financial plan, helping you realize your goal of financial independence.

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Retirement Planning

Retirement planning allows you to determine your growth and income needs up to and after retirement. A comprehensive plan is created and periodically updated that clearly defines your goals and needs for a comfortable retirement.

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Education Funding

LMC works with you to determine an appropriate investment strategy for funding college tuition and general expenses. We take into account various factors such as number of children, age of children, and educational hopes, in order to create a plan tailored to your family.

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Stock Option Analysis & Planning

We offer stock option analysis and planning to assist you in maximizing profits and reducing income tax liabilities. Various factors should be taken into consideration when dealing with stock options, such as cost-basis and tax liabilities. LMC will create a customized approach for the exercising of options under various circumstances, such as founder shares, employee stock plans, and merger-related stock.

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