“Most People  Don’t Plan to Fail…
They Simply Fail to Plan”

 Larry I. Kleinmintz, RHU

Why Plan

You certainly have plans, we all do – starting a family, buying a home, retirement – but have you looked into the financial implications of turning those plans into reality? This is a step that is often overlooked.
The sooner you begin to plan, the better chance you have of realizing your dreams and goals.

Planning now can:

  • Help protect and grow your savings and investments in a tax efficient way.
  • Protect dependents and income from the unexpected and the unwelcome circumstances in the future.
  • Increase the after-tax legacy you pass on to your beneficiaries.

With L.I.K. & Associates Inc. you will receive expert advice plus regular reviews, updates and evaluations. We are here to listen to your thoughts and act upon them!

Financial Pyramid

Financial Pyramid

Financial Pyramid