Securing your Retirement with Annuities

If you would like to meet to discuss retirement, please call us at 800-367-5542 or contact us here and we will get back with you.  Even if you only have questions, let us help you sort through your questions to find answers.

You have probably heard the old adage that retirement does not just happen.  It has to be planned.  Whether you are taking your first steps towards retirement or whether you are standing at the door knocking on retirement, we want to help make sure you that your retirement years are all they should be.  Desiring a good retirement and actually planning a good retirement are two separate issues. Let The L Group help you take the steps necessary to get you on the right track.

Our philosophy is simple.  Your money took care of you while working.  Now let us help you take care of your money.  We believe in having a strong foundation which involves what we call The Safe Money Principle.  We analyze plans every day to help individuals and families make sure their hard earned money will last their lifetime.  We use strategies that not only grow your money but protect you from unnecessary losses.

For young individuals just starting out, we can give you guidance on whether it is best to start a traditional IRA, Roth IRA, 401K or a non-qualified retirement plan.  For those nearing retirment, we can analyze your current 401(k) plan or other retirement plan and make sure it will meet your short term and long term goals.  


We will help you make sure your 401(k) rollover is properly handled and that it is positioned in a plan that meets your risk and tolerance.  We offer a no-cost, no obligation analysis – to ultimately help you make the decisions which will maximize your retirement in the future.