Financial Services

L & R Wealth Management we provide assistance in the following areas:

Investments​ & Accounts

  • Stock
  • Bonds
  • ETF's
  • Mutual Funds
  • Educational 529 Accounts
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Fixed Annuities
  • Indexed Annuities

Financial Planning

  • Retirement Plans
  • Tax Strategies 
  • 401(k) Plans
  • 403(b) Plans
  • 457 Plans
  • Pension Plans
  • College Planning
  • Estate Planning
  • Money Management Strategies
  • Money Purchasing Plans
  • Profit Sharing Plans
  • ESOP (Employee Stock Ownership Plan)
  • Nonqualified Deferred Compensation Plans
  • Executive Bonus Plans

Insurance

  • Individual Disability Income Insurance
  • Individual Life Insurance
  • Individual Long Term Care Insurance
  • Individual Health Insurance*
  • Group Health Insurance*
  • Group Dental Insurance
  • Group Vision Insurance
  • Group Life Insurance
  • Group Long and Short Term Disability Insurance
  • Group Critical Illness Insurance
  • Group Accidental Death Insurance

*Health insurance providers are not affiliated with or endorsed by any company of Principal Financial Group®.