917-470-0422
ASSET
PROTECTION
Preserve What You've Worked So Hard to Build
Legacy Planning
How you approach your financial planning today defines what your legacy to your loved ones will look like after you’re gone.
We can help you understand and employ strategies to ensure your assets are passed to those people or causes you love.
LMR Retirement keeps an eye on the horizon -
so you can enjoy your life.
We will design a strategy to help you minimize risk: market loss, inflation and/or liquidity (not having cash accessible when you need it).
Other risks are a little more personal: dying early, or perhaps living too long; becoming ill and running out of money; and not having a plan in place for your loved ones when you are gone.
The best defense is a good offense. We'll go through your current plan with you and find ways for it to be even better.
Mortgage Protection
We understand the importance of securing your family's financial future, especially when it comes to your most significant investment – your home.
Mortgage protection gives you peace of mind. It's an investment into your family’s future. With the proper coverage, you can rest easy knowing your family will never lose their home, even if an unthinkable tragedy should occur.
We have plans for 100% of people, no matter your age or health issues. As brokers, we have access to multiple different products and we can always come up with a plan to protect your family's home.
Life Insurance
Life insurance can play an important role in an overall financial strategy — both to protect yourself and your loved ones should the unthinkable happen and in some cases to help preserve your assets for future generations.
Lindsay will find out what you want this coverage to do for you, and will customize the right plan for you and your life's circumstances.
Long Term Care
For retirees, outliving good health can be both a mental and financial blow.
Accounting for future long-term care needs not only lifts a weight off your shoulders today but can help your loved ones breathe a sigh of relief down the road.
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.
Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
We can also refer you to professionals who provide the following services:
Trusts Probate Charitable Giving Estate Planning Tax Planning
Wealth Management Investments IRA & 401(k) Rollovers IRA Legacy Planning
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
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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.