We have over 290 years of combined experience in the industry, ready to help you meet your financial goals.

With clients in over 30 statesOur planning-first approach, level of service & experience are what make us different.
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The LJI Team
Milestones 2021
As a rather eventful 2020 ends, we wanted to outline several age milestones and contribution limits which will present potential planning opportunities for 2021:
Happy Election Halloween
Happy Halloween. We trust this note finds you anxiously looking forward to putting next week’s elections in the rearview mirror. We also hope your friends
Presidential Election
Hello. We trust this note finds you well. As you might expect, we have received several inquiries regarding the upcoming presidential election on November 3rd.
Thank you!
Greetings & Happy Spring. I want to start off this note by saying THANK YOU. Thank you for not giving up or bailing out over
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