Independent Insurance Services

Financial Services

Independent Insurance Services has experienced and credentialed professionals that can assist retirement plan sponsors in meeting your ERISA fiduciary duties, as well as help design plans that attract and retain valuable employees.

Services available to you include:

  • Plan Design Consulting
  • Plan Reviews and Analysis of Fees, Provider Services and Investments
  • Retirement Plan Investment line-up Construction and Performance Monitoring
  • Participant Education

As your trusted advisor, our goal is to implement a plan that helps meet all of your fiduciary obligations, attracts and retains employees, and allows participants to successfully retire.

Individual Investor and Plan Participant Services

Individual investors and retirement plan participants can rely on Independent Insurance Services experts to help ensure the accumulation of sufficient assets for retirement while also managing investment risk. Independent Insurance Services has excellent financial planning and projection tools to assist with your analysis.

As you prepare to retire, we can assist with retirement income planning and the transition from asset accumulation to distribution. We can help identify potential strategies to protect your nest egg against inflation during your retirement years, and also assist you with managing your personal risks by designing effective life, disability, and long-term care insurance solutions.

Independent Insurance Services has been in business for over 140 years. We plan to be here for you and your heirs when your retirement plans have to work.

Why LMC Financial Services, LLC

  • Review your plan design to ensure it fits your goals
  • Help remove burden from you/your staff
  • Document all fiduciary decisions
  • Compare plan providers-investments, fees, and services
  • Monitor investment lineup
  • Recommend changes to investment lineup
  • Install and/or transfer retirement plan
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