Overview
Retirement Plan Services
Our staff of experienced and credentialed professionals can assist retirement plan sponsors in meeting their ERISA fiduciary duties as well as help design plans that attract and retain valuable employees. Our services include:
- Plan Design Consulting
- Plan Reviews and Analysis of Fees, Provider Services and Investments
- Retirement Plan Investment line-up Construction and Performance Monitoring
- Participant Education
Our goal as your trusted advisor is to implement a plan that helps meet all of your fiduciary obligations, attracts and retains employees, and allows participants to successfully retire.
Individual Investor and Plan Participant Services
Our services to individual investors and retirement plan participants can help ensure the accumulation of sufficient assets for retirement while congruently managing investment risk. We have state of the art financial planning and projection tools to assist us with our analysis.
As you prepare to retire, we can assist with retirement income planning and the transition from asset accumulation to distribution, as well as potential strategies to protect your nest egg against inflation during your retirement years. We can also assist you with managing your personal risks by designing effective life, disability, and long-term care insurance solutions.
LMC has been in business for over 140 years and we plan to be here for you and your heirs when your retirement plans have to work.
Securities and Advisory Services offered through VSR Financial Services, Inc., A Registered Investment Adviser and Member FINRA/SIPC. Employee Benefits are offered by LaMair – Mulock - Condon Co. (LMC) a member of Assurex Global and is independent of VSR.
Dave Dawson is a Registered Representative with VSR Financial Services, Inc., a FINRA Registered Broker-Dealer. While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Dave Dawson is currently registered to sell securities in Florida, Iowa Illinois, Indiana, Kansas, Missouri, and Nebraska.