Angie's List is now Angi. Learn more

LAI Financial Services, LLC

Founded 2005 • With Angi since October 2010

N/A
Insurance Agencies
Financial Planning

Description

LAI is a Financial Services business that specializes in helping Clients, Protect, Save and Grow their assets. We charge no upfront fees and we only get paid if we provide a valuable product to our clients that meets their needs. We offer a Free Financial analysis to all our clients....

Other local Pros in your area

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

Call (888) 858-1408. Blue Lion Medicare work with over 200 plans and specializes in savings seniors money on their Medicare coverage!  

Call (888) 864-8940. We are a no-cost service working with over 200 insurance companies in all 50 states. 10-time Super Service Award winners. Our policyholders get free claims support for life! We work for you, not the insurance companies. Our services are free and you pay the same no matter where you shop!  

Angi Super Service Award badge
Super Service
Award 2020

Verified Reviews

This pro does not have any ratings or reviews.

Have you hired LAI Financial Services, LLC? Be the first to share your experience and help other people looking to hire this Pro.

Write a review

Services Offered

Business and Estate Planning, Elder/Long term Care, Group and Individual Health Insurance, Life Insurance, Annuities, Disability Insurance, Buy/Sell agreements, Med-Supplement Insurance, Final Expense Insurance

Services Not Offered

Ask for details

General Information
Free Estimates
Yes
Payment Options
Check, Visa, MasterCard, American Express, Discover
Senior Discount
No
Emergency Service
Yes
Warranties
No