Build your legacy
Grow your Capital
Protect Your Wealth

Achieve true financial freedom that will last generations to come
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what we do

Educate, EXamine and Excecution

Educate clients

We help people grow and save, while preparing them to protect their hard earned money.

Make the plan

We work for our clients. We tailor fit plans that cater to each individual's financial needs and goals.

simple comfort

We make the complex seem easy. Just sit back and we'll handle everything!

CORE services

How May we help you? Here is a good start.

Life INsurance

Wealth Planning / Estate Planning / Final Expenses / Funeral/ Concierge.

College Planning

The financial
head-start for college and beyond

Retirement Planning

401k/IRA
Conversions- Private Pension Plans

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Business Owner

- Executive
Bonus Plans

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Join the team and jumpstart a successful business

  • LOOKING FOR A CHANGE
  • BUILD YOUR OWN 8 FIGURE BUSINESS
  • BE YOUR OWN BOSS
  • HELP FAMILIES
  • TRAVEL THE WORLD
  • ENJOY A PREMIUM LIFESTYLE
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THE LDA MISSION

"We pride ourselves on helping families understand money management and how their plans work. We never charge our clients to sit down and help put plans in place for their financial futures. What are you waiting for? Meet with a licensed financial professional and get started on the road to financial independence today!"

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