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

Buy/Sell Agreements

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 РYou 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.