Retirement Planning

“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.

 

We offer:

  • 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.

 

 
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Bernard Lemliy does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor.