Your Safe Money Advisors Securing Your Financial Future
Lord and Kees Financial Systems Inc. is a financial planning company that provides assistance with: • Life Insurance • Annuities • Income Replacement • Buy-Sell Insurance for other businesses, etc. We have been in the business for over 45 years and are licensed in: • Florida • Pennsylvania • Texas • Massachusetts • Alabama
Our Advising Services provide money management vehicles to protect your retirement accounts, life insurance accounts, and assets against probate. We also educate our clientele on their budgeting habits, which include intellectual exercises reviewing checkbooks, retirement statements, and other forms of paperwork. These exercises are utilized to create an improved budget and unveil otherwise unnoticed financial hindrances.
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Our Consulting Services provide an opportunity to listen to the needs presented by the clients themselves. This time slot is dedicated to our clients' personal lives and what Lord and Kees Financial Systems Inc. can do to assist them as new challenges and circumstances develop at home. This includes phases of life such as financial troubles, loss of retirement account money, estate problems, funeral expenses, business start-ups, and current business finances.
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Our Financial Services provide assistance with budgeting, implementing protection of your assets, 401K transfers, Buy-Sell Life Insurance Policies for business owners, and other forms of Life Insurance which are listed below.
Equity Index Life Insurance
Term Life Insurance
Buy-Sell Agreements
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Our Marketing Services exist specifically for business owners and entrepreneurs. We provide assistance with start-up businesses and opening corporations, as well as company-specific Buy-Sell Agreements and company retirement accounts. Lord and Kees Financial Systems Inc. also provides referrals to a third party accountant upon request.
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Our Support Meetings are for emergencies only. Events such as a client's rapidly declining health or the passing of a client are acceptable; please use discretion when contacting Lord and Kees for an emergency meeting. Thank you.
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