Financial Consulting & Insurance Services

LMT Financial Consulting Concepts Inc. (LMT) is a national Independent Marketing Organization specializing in wealth preservation and financial growth for retiree’s and pre-retiree’s.  As an independent broker we have a full range of fixed-index annuity products, life, health and disability insurance plans to meet your needs.  Whether you’re a pre-retiree looking for security and growth with your retirement funds, a business owner needing benefits for your employees or yourself, or an individual who needs life coverage for your entire family, we can help provide the protection you want.  We specialize in 401k roll-overs and the distribution phase of retirement funds .  At LMT we are specialists with TSP plans, TSA/403B, CalSTIRS, CalPERS and 457 DC plans among others.  We are here to help if you simply want a review of your current accounts, insurance coverage’s or to inquire about your future retirement needs.  For information on the products and services we offer, we invite you to explore our site.

As of 2009,  LMT Insurance Services, Inc., a subsidiary of LMT Financial Consulting Concepts, will market all Annuity and Insurance products in the state of California.

As a proud member of the National Ethics Bureau and Senior Financial Services, Inc., group of companies we are held to a higher standard.  We believe the amount of value we create for you and your family is directly proportionate with the amount of value we create for our own families.  At LMT we never make a recommendation unless we know it will create a tremendous amount of value for our clients.  Our families are like yours and so are our product needs

Our products and services are by referral or invitation only, which means that we invest 100% of our time and energy to delivering first-class service to our clients.  As a result, our valued clients, suppliers and friends refer their family, friends and co-workers to us for advice on retirement planning, investing and insurance services. We’re interested in building strong, personal and life-long relationships one family at a time.  Take a look around and then contact us today!

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