LMC Financial Advisors provides financial services to individuals, families, and employers of all sizes. With LPL Financial as our broker dealer, we have full access to their industry research and retirement plan tools. We are also a member of the Global Retirement Partners Advisors Alliance, a group of retirement plan advisors throughout the country with a shared vision for delivering retirement industry best practices, and dedicated to positive advancement of the retirement plan landscape.
As independent retirement plan advisors, we are with you every step of the way, and we are just as committed to your long-term success as you are. Our plan experience and on-going consultative approach means you have access to a trusted advisor.
Our RetireEase program has been designed with the goal to help maximize protection, enhance investment opportunities, improve overall plan value, and engage and motivate individuals so they are on track to pursuing a successful retirement.
Retirement plans are an attractive benefit for both employees and employers. The right plan can help attract and retain highly-qualified employees who will contribute greatly to your organization.
Are your employees are the right financial path?
It's a question that today's workforce struggles to answer, but workers aren't the only ones who should be concerned. Simply put, when an employee can't retire on time, it affects more than that individual; it's a significant for the plan sponsor as well.
LMC Financial Advisors' RetireEaseTM program has been designed with the goal to help employers maximize protection, enhance investment opportunities, improve overall plan value, and engage and motivate employees so they are on track to pursuing a successful retirement. Our RetireEase model includes:
A financial plan can help:
Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called “robo advisors,” often require a large investment amount before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.*
With Guided Wealth Portfolios, you get a diversified portfolio personalized for you and your individual investment goals. Guided Wealth Portfolios is an innovative way to invest for your future, whether you want to invest for retirement or a major purchase like a new home—or simply want to get your money in the markets so it’s not sitting idle. You’ll also get to build a relationship with a financial advisor and engage with a personalized, online dashboard that shows you how your account is doing along the way.
To see if Guided Wealth Portfolios could be the right investing solution for you, click on the link below, where you can answer a few brief questions about your goals and receive a personalized proposal.
*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.
IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities.
If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
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4200 University Avenue, Suite 200
West Des Moines, IA 50266
Phone: 515-244-0166
708 Heartland Trail, Suite 1000
Madison, WI 53717
Phone: 608-828-3700
