Because you deserve more than just investment recommendations
Straightforward pricing. You have the right to know what and how you will pay for our services.
As we work towards achieving your goals, our main priority is to help protect what you have worked so hard to accumulate. There’s absolutely no reason to take on more risk than what you’re comfortable with.
Whether you need guidance on a major life transition, or have a simple question, our team will go above and beyond to help find the answer.
If we don’t know the answer, we’ll tell you, and then we won’t stop until we find the right solution.
We won’t just tell you what to do. We want to forge a long-term, collaborative relationship with you, with open communication flowing in both directions so we’re always on the same page.
Our experienced professionals have helped many people just like you pursue their financial objectives.
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Our team approach offers a range of services to provide more benefits to our clients.
We have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
There is no cost to meet with us to discuss your needs with investments, 401(k) rollovers, retirement planning, college planning, mutual funds, estate planning, long term care insurance, and many other financial areas.
Please contact our office for a Complimentary Financial Review (864) 986-4165 or EL@LundbladeFinancialGroup.com.