“At The Lemily Group, we take pride in providing comprehensive retirement planning services to our clients.”
We review our clients wills, estate plans/trusts, taxes, and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
- Insurance Planning
- Beneficiary Review
- Retirement Planning
- Financial Needs Analysis
- Analysis of Present and Future Expenses
- Estate Preservation
- Income Planning
Just imagine a complete portfolio, where all your financial, estate, and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan.
Our coordinated approach ensures that your plan is developed using an all-inclusive view.
We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.
Bernard Lemliy does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor.