Lord and Kees Financial Systems Inc.

The Key to Success

Your Safe Money Advisors Securing Your Financial Future

ABOUT US

*if you are in a state outside of our licensure, we will gladly obtain a new license just for you

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. 


Contact us to schedule your appointment today!


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.


Contact us to schedule your appointment today!


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

  • Level Death Benefit until age 120
  • Level Premium without increase
  • Waiver of Premium
  • Terminal Illness - Advanced percentage while alive
  • Chronic Illness - Advanced percentage while alive
  • Critical Illness - Advanced percentage while alive
  • Avoids Probate
  • Interest earned from percentage of Premium

Term Life Insurance

  • 10, 15, 20, and 30 year lock in rates
  • Waiver of Premium
  • Terminal Illness - Advanced percentage while alive

Buy-Sell Agreements

  • Available for business partners
  • More specific information upon request


Contact us to schedule your appointment today!


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.


Contact us to schedule your appointment today!


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.


Contact us to schedule your appointment today!


Lord and Kees Financial Systems Inc. offers services unique to every person's position, including hearing impairment, visual impairment, special needs, and other forms of disability or impairment. Pertaining to languages, we provide on-site translators for Spanish, Urdu, Hindi, and Punjabi. We want to accommodate your needs, and the best way to do that is by following our guide below.

  • Before scheduling an appointment, please take the time to contact us through the link below. This will help open a dialogue if needed so that we can be prepared to serve you to the best of our ability!

  • Please state your disabilit(ies), impairment(s), or first language.

  • Include details of what we can do to ensure full accessibility and communication during your appointments.

  • If you have someone who regularly assists you, please include their contact information and a statement allowing Lord and Kees Financial Systems Inc. to disclose sensitive information while they are present.

  • If you own a service dog, please let us know! We welcome service dogs and want to make their time with us just as comfortable as we aim to make yours.

  • Please be sure to state any other information that you deem applicable, and we will be in contact with the best arrangement possible for your appointment.

Contact Us With The Above Instructions In Mind, Thank You!
Disabilities | Impairments | Languages image

Take a look at what our clients think about our services!

Click on the meeting type that best fits your needs, request a date and time, click Book Now! to enter your information, and submit to schedule all free appointments. Would you rather call in for an appointment? Visit Contact Us! for our call hours and office number. 

Lord and Kees Financial Systems Inc. has regular updates on multiple social media platforms.

Be sure to stay up to date!

*Facebook and Instagram are meant to promote events, company announcements, and connections

Our official address is individually released for in-person appointments post initial contact with our Team.

  • Norristown, PA, USA

*NOTE - We cannot accept your application without an attached resume.
Apply Now

Marketing

Philadelphia, PA, USA - 54353
Marketing

Potential Income : 75K to 100K+
College graduate with minimum of a Bachelor's Degree.
Minimum GPA of 3.0 by graduation.
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Fill in here
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Apply Now

Sales

Philadelphia, PA, USA - 3532
Sales

Potential Income : 75K to 100K+
College graduate with minimum of a Bachelor's Degree.
Minimum GPA of 3.0 by graduation.
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Fill in here.
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Apply Now

Undergraduate Internship

Philadelphia, PA, USA
Undergraduate Internship

Fill in here.
College undergraduate with a major in School of Business.
Minimum GPA of 3.0 at the time of hiring and throughout internship.
Flexible scheduling with Undergraduate School.
Fill in here.
Apply Now

Graduate Internship

Philadelphia, PA, USA
Graduate Internship

Fill in here.
College graduate student with a major in School of Business.
Minimum GPA of 3.0 at the time of hiring and throughout internship.
Flexible scheduling with Graduate School.
Fill in here.
Apply Now

We at Lord and Kees Financial Systems Inc. care deeply about the safety of our clients. Utilize this page to keep up to date with the progressing situation surrounding COVID-19.

The Game Plan for Future Appointments - Green Phase

Click here to learn what we are doing to keep everyone safe, secure, and connected during self quarantines and the state-wide Green Phase.

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What is WHO?

The World Health Organization "WHO works worldwide to promote health, keep the world safe, and serve the vulnerable. Our goal is to ensure that a billion more people have universal health coverage, to protect a billion more people from health emergencies, and provide a further billion people with better health and well-being."

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What is the CDC?

The Center for Disease Control and Prevention "CDC is the Nation’s leading science-based, data-driven, service organization that protects the public’s health. For more than 70 years, we’ve put science into action to help children stay healthy so they can grow and learn, to help families, businesses and communities fight disease and stay strong, and to protect the public’s health."

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What is the Coronavirus (COVID-19)?

"Coronavirus disease (COVID-19) is an infectious disease caused by a newly discovered coronavirus. Most people infected with the COVID-19 virus will experience mild to moderate respiratory illness and recover without requiring special treatment." Source: https://www.who.int/health-topics/coronavirus#tab=tab_1

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What Lord and Kees is doing about the Coronavirus/COVID-19

Click to learn more about what Lord and Kees Financial Systems Inc. is doing to continue our work for our clients' well being!

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