Financial & Insurance

LHMP Financial & Insurance Services helps you manage your assets as well as map out your individual business and financial strategies.  We understand that you are facing significant local and global issues in today’s marketplace.

Our team of dedicated and trained professionals will offer you comprehensive financial planning services related to wealth accumulation, wealth preservation, and wealth transfer.  Our shared vision for successful client services is based upon the values of integrity, quality, accountability, professionalism and timeliness.

Financial planning is all encompassing, covering tax and cash flow planning, insurance analysis and funding, investment management, educational funding, retirement, estate and succession planning.

With our experience, extensive resources and strong strategic partnerships, LHMP Financial and Insurance Services can provide cost-effective solutions to help you achieve your business and financial goals.

On our financial services team we hold the following credentials: Certified Public Accountant (CPA), Certified Financial Planner (CFP), Personal Financial Specialist (PFS).  Member NASD, SIPC.