Our Wealth Management Services and Financial Products

SERVICES

Wealth Management
Retirement Planning
Trust Management
Financial Planning
Estate Planning
Investment Analysis
Customized Financial Reviews
Business Retirement Plans
Saving for College
Insurance Planning


PRODUCTS

Managed Accounts ROTH, Traditional, and Rollover IRAs
Mutual Funds SIMPLE IRAs, SEP IRAs, and 401(k)s
ETFs 403(b) and 457 accounts
Stocks College Savings Plans (529s)
Bonds Individual, Joint, and other Non-Qualified accounts
Socially Responsible Investments 1031 Exchanges
CDs REITs (Real Estate Investment Trusts)
Fixed, Indexed, and Variable Annuities Life Insurance
Financial Planning Reports LTC Insurance
eMoney Medicare Supplement Insurance
Estate Conservation Planning Online Investing Option

 


Lamont Financial Group believes that your financial plan is one of the most important things you will do in your lifetime and yet it may take many years for you to realize this importance.  We encourage all people to have personal financial goals and to work on achieving success each and every year.  We are not in the business to sell you an investment or to put you in the hottest investment at the time.  Our goal is to help you put together a plan that will work for today and tomorrow and any life changes you may encounter along the way.

The advisors at LFG help you make sure that your financial goals and plan that you have established with your CPA and/or estate attorney are completed.  Many people take the time to create a will or a trust and then do not finalize it by retitling assets appropriately or changing the beneficiaries on life insurance policies or IRA's.  We can help you make sure your financial assets are titled as you wish.

We can help you find professionals in your community that can help you with your taxes or your estate issues.  If you have a family business or farm it is important that you have a good estate plan that has been finalized as to your wishes.

Customer service is something that all companies talk about but many do not practice.  We value our long-term relationships with our clients and will do anything within our power to make sure you are satisfied and informed on all aspects of your investment plan. 

We would like to help you develop a plan that may include looking at alternative investments that do not have any correlation to the traditional stock and bond market.  We also want to make sure you are prepared for any health or long-term care needs.