Our Philosophy

At LCM Financial Planning our goal is to be an integrated part of your team – now and into the future.

Knowing your whole financial picture allows us to provide appropriate, seamless and integrated recommendations for all of your financial needs. We work with you to provide personalized service where and when you need it.

We work alongside your accountant and lawyer to ensure any strategies are consistent and goal-oriented. We are there for you as a point of contact if you require the additional help of insurance, legal or tax specialists. We even assist in searches for the right investment counselor or money management specialist if you require it.

At LCM Financial Planning we understand that this is your future and we take our job seriously, playing an integrated role in your financial success – we’ll help get you there.

HOW WE HELP

YOUR RETIREMENT

After years of living the “rat race”, you are looking forward…

ESTABLISHED FAMILY

You are more experienced now, your bank account is larger,…

Retiree

During the last market downturn a few years ago, retirees who…

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