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Specialists in Retirement Plan Consulting
and Wealth Management for Individuals
At LHD Retirement, our skilled team assists retirement plan sponsors in optimizing their plan and improving participant outcomes. We also provide customized strategies and financial planning for executives, families, and individuals through our wealth management program.
Approach
The approach we take to serving our diverse clientele is rooted in proactive and personalized service beyond what is expected—or even provided by other financial advisors.
- Confidence created through experienced guidance
- Clarity provided through education and direction
- Intentional communication to establish positive outcomes
Experience
We bring deep experience to businesses and business owners by offering clarity to the financial complexities of:
- Group retirement plans
- Buy/sell agreements
- Transition
- Tax planning strategies
Consultation
We consult with successful individuals to understand their unique challenges and objectives, and take a comprehensive approach to financial planning that includes:
- Cash and debt management
- Risk management
- Tax efficiency
- Investment management
- Retirement income planning
- Estate and legacy planning
Market Data
LPL Research
LPL Education Videos
Financial Education