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LM Financial Group, LLC. - Home

Fixed and Indexed Annuities. The major concern for most individuals is how to efficiently and effectively pass on their wealth to future generations and charities. click above to read more. With proper policy design, an investor can place wealth in a tax-free investment environment at a low cost, . click above to read more. Estate Tax Reduction Benefits. The TRA 2010 legislation .featured reduced federal income and transfer taxes. click above to read more. Click here to find out more.

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Ponte ●●●●●● Beach , Florida, 32082

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Fixed and Indexed Annuities. The major concern for most individuals is how to efficiently and effectively pass on their wealth to future generations and charities. click above to read more. With proper policy design, an investor can place wealth in a tax-free investment environment at a low cost, . click above to read more. Estate Tax Reduction Benefits. The TRA 2010 legislation .featured reduced federal income and transfer taxes. click above to read more. Click here to find out more.
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LM Financial Group, LLC. - Home | lmfinancialgroupllc.com Reviews

https://lmfinancialgroupllc.com

Fixed and Indexed Annuities. The major concern for most individuals is how to efficiently and effectively pass on their wealth to future generations and charities. click above to read more. With proper policy design, an investor can place wealth in a tax-free investment environment at a low cost, . click above to read more. Estate Tax Reduction Benefits. The TRA 2010 legislation .featured reduced federal income and transfer taxes. click above to read more. Click here to find out more.

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1

LM Financial Group, LLC. - Services

http://www.lmfinancialgroupllc.com/LM_services.html

Fixed and Indexed Annuities. Most business owners and wealthy individuals are concerned with taxes and are curious about the strategies available to improve their current situations. LM Financial Group strives to provide our clients with the most up-to-date planning strategies and financial products available in today's economic environment. Some of those strategies are:. 1 Wealth Preservation, Transfer of Wealth and Gifting Possibilities-TRA 2010 is at all Time High. SET TO EXPIRE 12/31/2012! 4 Develop ...

2

LM Financial Group, LLC. - About

http://www.lmfinancialgroupllc.com/about-us.html

Fixed and Indexed Annuities. We have built a business over 30 years primarily through referrals from satisfied clients. Our financial products and services show clients how to accumulate wealth much faster than they would on their own. Once it's accumulated, preserving wealth becomes the focus. Our clients have and continue to preserve millions in wealth. At LM Financial Group we will go the extra mile to earn your trust and business. LM Financial Group, LLC. 3948 Third Street South.

3

LM Financial Group, LLC. - Team LM

http://www.lmfinancialgroupllc.com/LM_biography.html

Fixed and Indexed Annuities. James E. Morgan Jr. Managing Member LM Financial Group, LLC. Jim graduated from Jacksonville University in 1978 with a Bachelors Degree in Marketing. Shortly thereafter, Jim went to work for a major financial services company where he worked in sales and management for 13 years. He started LM Financial Group, LLC in 1992. LM Financial Group, LLC. 3948 Third Street South. Jacksonville Beach, FL 32250.

4

LM Financial Group, LLC. - Home

http://www.lmfinancialgroupllc.com/index.html

Fixed and Indexed Annuities. The major concern for most individuals is how to efficiently and effectively pass on their wealth to future generations and charities. click above to read more. With proper policy design, an investor can place wealth in a tax-free investment environment at a low cost, . click above to read more. Estate Tax Reduction Benefits. The TRA 2010 legislation .featured reduced federal income and transfer taxes. click above to read more. Click here to find out more.

5

LM Financial Group, LLC. - Charitable Foundations

http://www.lmfinancialgroupllc.com/charitable-foundations.html

Fixed and Indexed Annuities. A Foundation is a way to get current income tax and estate tax benefits by creating your own private foundation. Our clients have saved up to 30% of their adjusted gross income on contribution amounts to their own foundation. In addition we are leveraging these gifts into various guaranteed life insurance products that afford the foundation significant leverage on the initial contributions. Charitable Legacy Program- Overview. LM Financial Group, LLC. 3948 Third Street South.

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LM Financial Group, LLC. - Home

Fixed and Indexed Annuities. The major concern for most individuals is how to efficiently and effectively pass on their wealth to future generations and charities. click above to read more. With proper policy design, an investor can place wealth in a tax-free investment environment at a low cost, . click above to read more. Estate Tax Reduction Benefits. The TRA 2010 legislation .featured reduced federal income and transfer taxes. click above to read more. Click here to find out more.

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