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Welcome to LAI Financial

We are the leaders in creative wealth management and financial services of the future. We want to protect, save and grow your financial portfolio so that your money can do the hard work for you.

Successful financial management can enable you to make decisions that may enhance your life and build security for you and your family. By focusing on your personal goals together, we can create a strategy for your future financial growth.

Protecting your legacy

What plans have you made to provide income for your family in the event of your early death or disability?

Retirement

Do you have a plan in place that will provide an income that will allow you to enjoy your hobbies or travel?

College

A four-year degree in a state college can be costly. Do you need assistance in planning for your children’s education?

Business

Do you have a business succession plan in place? Is it time for a review of your current employee benefits plan?

Let’s discuss your goals or review your plan to protect you and your family’s financial future. By devising a strategy, your financial objectives and goals become more attainable.

Will my services apply to you? Let’s get together and I’ll show you the type of work I do. Then, you can decide.