L&M Financial Services, Inc. specializes in insurance for Individuals, Families, and Businesses. We represent only the top rated insurance carriers and together we will analyze your needs and we will get you the best coverage for your lifestyle and budget. Our solutions are designed to minimize Federal Income Taxes. Please feel free to contact us today for a free quote or consultation.
We are confident our personal one on one service will be your solution. L&M Financial can provide you with a wide array of products and services from a variety of respected insurance and benefits providers. Disability Income Insurance is a form of insurance that insures the beneficiary's earned income against the risk that a disability will make working impossible.
In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children's education, protect your spouse's retirement plans, and much more. So you've taken all the steps to protect yourself from disaster due to medical conditions and it's time to think about how to protect your finances over the long term.
We are confident our personal one on one service will be your solution. L&M Financial can provide you with a wide array of products and services from a variety of respected insurance and benefits providers. Disability Income Insurance is a form of insurance that insures the beneficiary's earned income against the risk that a disability will make working impossible.
In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children's education, protect your spouse's retirement plans, and much more. So you've taken all the steps to protect yourself from disaster due to medical conditions and it's time to think about how to protect your finances over the long term.
Services
L&M Financial Services, Inc is a completely independent insurance agency offering insurance solutions for individuals, families and businesses.
Our clients are located all across Chicago and its suburbs, giving us a great understanding and knowledge of the insurance industry.
We design plans with a focus on risk management, low costs, and tax-efficiency, which we combine with personalized financial advice aimed at helping clients make better informed decisions.
Our mission is to build lasting client relationships based on a level of trust that is earned through wise counsel, positive results, clear and candid communication, and service that exceeds expectations.
Our clients are located all across Chicago and its suburbs, giving us a great understanding and knowledge of the insurance industry.
We design plans with a focus on risk management, low costs, and tax-efficiency, which we combine with personalized financial advice aimed at helping clients make better informed decisions.
Our mission is to build lasting client relationships based on a level of trust that is earned through wise counsel, positive results, clear and candid communication, and service that exceeds expectations.
What started out as two friends with an idea, became a business, and has continued to evolve into our corporation.
We are so grateful that we can help serve people with their financial needs.
Thank you to all who have made this possible; family, friends, and our clients.
Lisa has spent more than 23 years in insurance and financial services, focused on customizing financial plans and insurance programs to meet specific client needs.
Over 30 years of qualified experience working with individuals helping them understand their financial needs.
We are so grateful that we can help serve people with their financial needs.
Thank you to all who have made this possible; family, friends, and our clients.
Lisa has spent more than 23 years in insurance and financial services, focused on customizing financial plans and insurance programs to meet specific client needs.
Over 30 years of qualified experience working with individuals helping them understand their financial needs.
Thank you so much for contacting me today.
Your website completed what I've been trying to do for months!
I will complete my transaction as soon as I get paid next week.
Thank you again and congrats on your brilliant design, hopefully this will help your business to grow and with such ease!
GREAT session today on financial tips and tricks!
I have been getting so many compliments on your presentation style (you're just so personable!) and everything people learned from you and each other.
Your website completed what I've been trying to do for months!
I will complete my transaction as soon as I get paid next week.
Thank you again and congrats on your brilliant design, hopefully this will help your business to grow and with such ease!
GREAT session today on financial tips and tricks!
I have been getting so many compliments on your presentation style (you're just so personable!) and everything people learned from you and each other.
Life insurance may be one of the most important purchases you'll ever make.
In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children's education, protect your spouse's retirement plans, and much more.
If you're considering securing you and your family's financial future, we would be happy to review your current situation and offer a few ideas on how you can protect it!
Term Insurance is the most affordable type of insurance when initially purchased, is designed to meet temporary needs.
In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children's education, protect your spouse's retirement plans, and much more.
If you're considering securing you and your family's financial future, we would be happy to review your current situation and offer a few ideas on how you can protect it!
Term Insurance is the most affordable type of insurance when initially purchased, is designed to meet temporary needs.
We're finding some people prefer some of the advantages of going the "hybrid" route for their long-term care coverage.
I work with highly experienced professionals who understand the "Hybrid" market inside and out.
Are very comfortable financially and are tempted to even just self-insure the risk, but realize having insurance in place may be prudent.
Are people who have $100-150K in an easy-access fund like money market, CD, etc. - as "rainy day" money.
Like to know they are going to use this insurance.
I work with highly experienced professionals who understand the "Hybrid" market inside and out.
Are very comfortable financially and are tempted to even just self-insure the risk, but realize having insurance in place may be prudent.
Are people who have $100-150K in an easy-access fund like money market, CD, etc. - as "rainy day" money.
Like to know they are going to use this insurance.
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