Lcm Financial Services Inc

HistoryFor over a decade, Sean Lee has been helping families reach and maintain their financial goals. As a trusted advisor, Sean takes a practical and personal approach with his clients, assisting them with their financial goals by focusing on the fundamentals. He thoroughly educates his clients about the advantages and disadvantages of every financial decision they make and then helps them create and execute a material financial plan. Today, Sean is the President and Founder of SPL Financial located in Murray, Utah. At SPL Financial, Sean offers a wide variety of programs and services which are individually tailored to each of his client's financial goals. Combining income planning, institutional wealth management and estate planning strategies, Sean is dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance the quality of life.SpecialtiesWhat we do: We work with a select group of families and act as their personal CFO. Services: Retirement planning, income planning, financial planning, financial services. Mission Statement: To give the families we represent a personal relationship with a financial firm unlike anything else they have experienced; through first class professionalism, business ethics, unbiased counsel and an extension of public knowledge on current issues affecting retirees and their heirs.

Integrated Financial Group is an independent financial services firm located in South Jordan, UT. They specialize in helping individuals, families, and business owners with comprehensive financial planning services to protect their future and provide for future generations. With a team of experienced professionals, they offer a range of services tailored to each client's unique goals and objectives. Through their Integrated Process, they evaluate resources and develop personalized plans to help clients reach their financial objectives. With a focus on building relationships based on trust, they strive to provide financial confidence and help clients navigate tax law changes, investment strategies, and retirement planning. Integrated Financial Group is committed to helping clients create a secure financial future.Generated from the website

Insurance agency passionate about helping their clients with their insurance needs, whatever they may be.