Specializing in Retirement Planning & Investment Portfolio Management
At Lehner Shope Wealth Group, our mission is to assist our clients’ in meeting their financial needs by providing sound financial and investment services.
Our Services Include:
Independent Investment Advisor Representative
Wealth Planning – We’re here to assist you in getting the most from your financial assets.
Retirement Planning – Making sure you are financially secure to enjoy a long and happy retirement is an on-going process.
Qualified Plans – Rollovers, SEPs, and IRAs
Life Insurance – Individual and Group Life Coverage
Health Coverage – Individual and Group – Compare health plans and apply for medical coverage.
Annuities – Whether you’re still saving for retirement, or are already retired, an annuity is a solution you might want to consider to help you build wealth and create a dependable income for yourself.
Long Term Care Insurance – You hope for the best while we plan for the worst. We offer a wide and diverse range of packages to keep you protected. Guarantees are subject to the claims-paying ability of the issuing insurance company.
Disability and Business Overhead Coverage – Protect one of your most valuable assets – your income. If you’re unable to work due to sickness or injury, disability income insurance can help you meet expenses and maintain your standard of living. Guarantees are subject to the claims-paying ability of the issuing insurance company.