"We Show Up!"

L&M Financial representatives have been providing benefit programs and financial services to individuals, families, and small businesses since 1972, and through their affiliation with Securities America, Inc. since 2007. But we’re not simply a team of financial planners managing money. We are trusted advisors, life coaches, and loyal partners. We truly care about our clients’ well being. And we strive to build long-term relationships with each and every one of them. In other words, we “show up.” By showing up, we help our clients make smart financial decisions – so they can enjoy life and focus on what matters most.