Our firm, LFS, LLC. is strategically poised to assist individuals and families, "for profit" businesses of all sizes, and non-profit organizations alike, who face the many challenges often associated with directing limited resources to unlimited opportunities.

Whether the challenge is one associated with the intricacies of individual or business insurance, risk management, retirement, planning, staff/employee benefits planning, estate planning, investment planning, or if you are facing an unique financial planning scenario, our goal is to provide you with the most relevant and accurate "Knowledge," help bring security & "peace of mind" through exceptional "Performance," while establishing a long term relationship built on "Trust", an idea often over-looked in today's challenging and uncertain financial climate and environment.

Learn more about Who We Serve from the drop down box listed above. In short our focus is on th the following three specific clientele groups:

Individuals & FamiliesĀ  Non-ProfitsĀ  For-Profits