<\/strong><\/h2>\n\n\n\nMany Americans entering retirement come to find that the right strategy can be just as important as the actual dollar amount they have saved. You’ve worked hard for years to save for retirement, and now that time is upon you. Perhaps you’re now wondering if all the pieces are in place for you to enjoy a happy and worry-free retirement. Do you have the proper strategy in place to help ensure you have the retirement you\u2019ve always wanted?<\/p>\n\n\n\n
Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients\u2019 wills, estate plans\/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client\u2019s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.<\/p>\n\n\n\n
We offer:<\/strong><\/p>\n\n\n\n- Insurance Planning<\/strong><\/li>
- Beneficiary Review<\/strong><\/li>
- Retirement Planning<\/strong><\/li>
- Financial Needs Analysis<\/strong><\/li>
- Analysis of Present and Future Expenses<\/strong><\/li>
- Estate Preservation<\/strong><\/li>
- Income Planning<\/strong><\/li><\/ul>\n\n\n\n
Just imagine a complete portfolio, where all your financial, estate, and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients\u2019 needs are best met by focusing on processes and most importantly, people.<\/p>\n\n\n\n
LORD\u2019S Financial Planning and Jim Lord do not provide tax and\/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local law and accounting firms to provide tax services.<\/em><\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"Optimize your assets for retirement. Many Americans entering retirement come to find that the right strategy can be just as important as the actual dollar amount they have saved. You’ve worked hard for years to save for retirement, and now that time is upon you. Perhaps you’re now wondering if all the pieces are in […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":294,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"\n
Retirement Strategy & Risk - LORDS Financial Planning<\/title>\n\n\n\n\n\n\n\n\n\n\n\t\n