Welcome to L&L Financial Services, LLP

Where we strongly believe it’s wise to plan first and then invest second.

We assist clients who are about to retire and those who are already retired with understanding and preparing for one of the most important chapters in their life. The client experience at L&L Financial Services is a combination of education and explanation to help clients take control and feel confident about their retirement planning and their future. Through the development of an individual written financial plan, we will review our recommendations with clients and make adjustments as their situations change.

We are also fiduciary advisors to numerous employer-sponsored retirement plans, including 401(k)s, 403(b)s, Simple IRAs, and more. We assist employers with navigating the ins and outs of establishing and running a compliant retirement plan. Assistance includes enrollment meetings, plan design, cost analysis, documentation, investment selection, and continued service. This same level of assistance is also provided to the employees who are in need of investment education and setting retirement goals.

Thank you for visiting our website, and we look forward to helping you with your retirement goals.