As independent financial advisors, LMS offers complete financial planning with strategies for everything from education to retirement. A financial plan provides businesses or individuals a picture of their current finances and helps to establish financial milestones and strategies necessary to achieve an investor’s goals. At LMS, our holistic approach includes details about cash flow, savings, debt, investments, insurance and any other elements of our client’s financial life. Honest and straightforward communication provide the foundation for future success and financial stability.

Assurance services are a core competency at LMS, primarily through our auditing department. These activities are used to verify that financial transactions and other corporate documents are an accurate reflection of business. The opinions we publish are used primarily by the investing community since they provide assurance that an entity’s financial statements fairly present its financial results, financial position, and cash flow.

While Estate Planning provides the opportunity to ensure the wealth you have accumulated throughout your life benefits the people and organizations you care about, it is equally about mitigating the loss of value dues to taxes and forced liquidation of assets. Ultimately, it is our goal to help our clients use the estate planning process to develop a legacy that is financially meaningful today and for future generations of those you care most about.

LMS offers a full range of valuation and forensic accounting services with litigation support before, during and after trial. We are frequently retained by attorneys to value companies, Family Limited Partnerships, estates, and other investment portfolios for purposes of division of assets in divorce proceedings, estate and gift tax compliance, buy-sell agreements, etc. Our team also includes Certified Fraud Examiners that perform forensic accounting, fraud investigations and complex asset tracing.