917-470-0422
Create Your FINANCIAL
Future, Today
LMR Retirement
Plan for and Live the Retirement YOU Deserve!
Meet Lindsay, Your Retirement Strategist
No two individuals or families are the same. Everyone has different backgrounds, interests, life situations, goals and needs for their future.
At LMR Retirement, we take time to get to know more about your individual situation. We tailor our guidance to your specific needs and provide customized recommendations that are going to help you accomplish your financial goals. Whether you’re looking for someone to review your current financial outlook or craft a retirement strategy designed to last the next 30-plus years, we have the experience and knowledge to guide you.
Since we are independent, we offer a wide variety of services, products and approaches. We'll help you develop a custom financial strategy that's right for you.
Regardless of how close or far away from retirement you are, we can help you meet your individual financial needs and achieve your goals.
OUR SERVICES
Retirement Income
During the working years, you’re likely drawing a regular paycheck. At retirement, it’s time to pay yourself.
Are you ready to tap into your savings in a strategic way so that you continue to create an income stream you won’t outlive?
We can help.
How you approach your financial planning today defines what your life will look like later.
We'll show you effective tools for saving, and tax-free sources of cash flow in retirement.
Asset Protection
We keep our eyes on the horizon so you can enjoy your retirement.
We’ll design a strategy to help you minimize risk. Our planning includes the risks of market loss, inflation or liquidity - that is, not having cash accessible when you need it.
Children's Plans
You want nothing but the best for your children, including a secure and prosperous future.
Our Children's Plans are comprehensive and forward-thinking solutions designed to help you lay a solid financial foundation for your little ones, tailored to your family's unique needs and goals.
You'll be able to provide your children with the necessary resources to pursue their dreams, whether it's funding their education, supporting their career aspirations, or helping them start their own business someday.
Book a free personal consultation with Lindsay
Have a question?
Fill in the form below, and Lindsay will be in touch with you soon.
By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize insurance products.
FREE DOWNLOAD
Wondering How to Create RETIREMENT INCOME?
Get this simple guide that addresses common myths about annuities, to decide if they might be right for you.
The topics include:
- Understanding annuities - what you need to know
- Why you might need more than just savings to live the retirement you envision
- Annuity withdrawal options - how they work
Annuities are not FDIC or bank insured. Protections and guarantees provided by annuities, as insurance products, are backed by the claims-paying ability and financial strength of the issuing insurance carrier.
The LMR Retirement 3 Step Process:
Take the First Step Now!
Develop Your Retirement Vision
Schedule a free consultation phone call with Lindsay, and share your retirement goals and dreams. That way we can more fully understand your individual vision for your retirement.
Create an Actionable Plan
With your financial goals in mind, Lindsay will personally help translate your retirement dreams into clear actionable steps.
Live Your Retirement Dreams
While you enjoy living your retirement, we’ll monitor our strategy regularly - to help ensure it stays on track.
CLIENT TESTIMONIALS
"After working with Lindsay, I recommended her name to my daughter and her friend, who both needed life insurance.
I'm constantly sharing my experience I had with Lindsay."
JS, Florida
"My agent, Lindsay Reinelt, is the BEST!
Lindsay has been taking great care of my family and me. She’s so professional and detailed. I didn’t have prior knowledge of how insurance/annuities actually work until I talked to Lindsay. She met all our needs for retirement, and for our kids' insurance coverage.
I can call, text or email Lindsay at any time, and she is so responsive! She is also patient, reliable, and a pleasure to work with. I highly recommend her services for your own needs.
Thank you so much Lindsay for being so helpful!"
Belay, Texas
We'll help you take your first step...
or evaluate the steps you've already taken towards retirement.
Take control of your financial future today, so you can enjoy life on your own terms. It's never too early, or too late to get started.
The perfect time is now - set up your no-cost consultation:
Create and live the retirement you deserve with
LMR Retirement
Contact us:
LMR Retirement is an independent financial services firm helping individuals and families create retirement strategies. We customize use of insurance products to meet personal needs and objectives.