Company founded
1971
Through our affiliated partners program, LORD'S Financial Planning continues to develop a network of alliances with Accountants, Estate Planning Attorneys, Insurance Agents and Banks to provide their clients Estate, Financial and Retirement Planning. We are also a resource for Banks without trust departments to provide trust services through a national trust company.
We provide our clients with the information they need to put into effect a financial plan tailored just for them and their needs. Through regular reviews with our clients we help them measure results they are achieving, and help them avoid some of the common mistakes many people make.