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OUR HISTORY
At LIFS, we’re committed to helping individuals, families, and professionals build secure, prosperous futures through financial literacy, strategic planning, and trusted financial products. Our team of licensed financial professionals provides personalized guidance to support your retirement goals, insurance needs, and overall financial health.
OUR SERVICES
Financial Literacy Education
Life Insurance with Living Benefits
Financial Literacy Education
We believe informed clients make empowered decisions. We offer clear, easy-to-understand financial education to help you gain confidence in managing your money, planning for the future, and protecting your wealth.
Retirement Solutions
Life Insurance with Living Benefits
Financial Literacy Education
Our customized retirement strategies are designed to grow and preserve your wealth.
We offer solutions through:
403(b), 457(b), IRA, and Roth IRA plans
Fixed and indexed annuities tailored to your income and lifestyle goals.
Life Insurance with Living Benefits
Life Insurance with Living Benefits
Life Insurance with Living Benefits
Flexible life insurance options that do more than just pay a death benefit. Term Life Insurance – Affordable protection for a set period and Indexed Universal Life (IUL). Many of our policies include living benefits that offer access to funds in the case of critical, chronic, or terminal illness.
Frequently Asked Questions
We offer clear, easy-to-understand financial literacy education to help you gain confidence in managing your money, planning for the future, and protecting your wealth. Our goal is to ensure you can make informed, empowered financial decisions.
We provide customized retirement strategies tailored to your income and lifestyle goals. Our solutions include 403(b), 457(b), IRA, and Roth IRA plans, as well as fixed and indexed annuities designed to help grow and preserve your wealth.
Our life insurance options go beyond traditional death benefits. Many of our policies include living benefits, allowing you to access funds in the event of a critical, chronic, or terminal illness. We offer flexible options such as Term Life Insurance – Affordable protection for a set period and Indexed Universal Life (IUL), to fit your needs.
Contact Us
To ensure the best experience, we accept clients by appointment only. Same-day appointments may be a
Hours
Open today | 09:00 am – 05:00 pm |
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