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L&M serves individuals and business owners in many different occupations and industries. Regardless of whom we're working with at any given time, our mission through our affiliation with Securities America Advisors and Securities America, Inc. is always the same - to be our clients' most trusted Financial Advisors and to consistently exceed their expectations. We pursue this by focusing on developing long-term relationships. We want to get to know our clients and their families; learn about their unique challenges and needs; and develop and implement a customized blend of products and services that will help them plan for the future and build and preserve their wealth - whether they're just starting out or getting ready to retire. Products & services L&M can offer you: Financial & estate planning Long-term care planning Pre- & post-retirement counseling Tax-favored investments Mutual funds Equities Life insurance Disability insurance Employee group insurance & benefits Funding for education 401(k) 403(b) Tax Sheltered Annuities 457(a) Deferred Compensation Individual Retirement Accounts (IRA) Payroll deduction services Check the background of the L&M investment professionals on FINRA's BrokerCheck.