"Because Quality Advice Is Your Most Valuable Asset."

Let's face it, today's business owners, professionals, and retirees face tremendous challenges. Tax burdens, cost of living, and life expectancies are increasing at the same time that many portfolios, savings accounts, pensions and other social safety-nets are decreasing.
Let's face it together. Our mission is to successfully coach you through these challenges.
LMC Financial Services is a well established and independent financial service firm offering customized tax, investment*, retirement income and estate planning strategies. We have a select, well-educated and experienced team that blends formal credentials with years of practical, hands-on experience. Our unique problem-solving skills can help you successfully meet these challenges and help you go from where you are to where you want to be.
Call us for a complimentary consultation.
Whether you are an existing client, or have just discovered us, we encourage you to utilize all the resources provided on our website and welcome you to visit us often.
Newsletters
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HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.