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Life & Estate Planning


The LBL Group offers comprehensive personal financial planning services for the individual and business. The Essential C.A.R.E. Process for investors adheres to a continuous six-step process centered on a 360-degree view of our client’s current and future needs — the things they care most about. To help you achieve your financial goals, protect and enhance your quality of life and fulfill the dreams you have laid out for yourself and your beneficiaries, we act as your advocates on the financial field of life.

Our job is to guide you through each significant life change with care, integrity, dedication and commitment.

The Essential C.A.R.E. Process assists clients with the design and implementation of executive benefit plans. We offer the most innovative and effective policy designs available today. Whether your need is for short or long-term, low-cost life insurance, cash value permanent life insurance, estate protection, buy-sell, key-man, deferred compensation or executive bonus coverage and funding, we can provide a solution that fits.


Our Expertise Includes

  • Life Insurance
  • Disability Insurance
  • Executive Benefits
  • Annuities
  • Complete review of current insurance policies
  • Complete analysis of all your insurance needs
  • Instant rate comparisons from the nation’s leading companies
  • Insurance programs best suited to your situation
  • Customized, competitively priced proposals
  • Periodic review and update of your insurance program
  • Assess industry standards and trends

Financial peace of mind comes from planning. Our system organizes your assets, investment strategies and insurance and estate needs through consolidating and integrating every part of your financial life.


The Essential C.A.R.E. Process™ for Investors Prides:

  • Financial Plans
  • Asset Allocation Strategies
  • Account Aggregation (bank and brokerage accounts)
  • Comprehensive Financial Plans
  • Investment Planning and Asset Allocation Strategies
  • Retirement Planning
  • Education Planning
  • Cash Management and Budgeting
  • Estate Planning
  • Risk Management


Interested in Learning More?

Contact LBL Group for More Information