Lotus Financial Services is an independent firm not affiliated with Money Concepts Capital Corp.
Review our Certified Financial Planner Board Record at
Financial, Retirement, and Investment Planning
As a Certified Financial Planner, I believe that a comprehensive and flexible financial life plan is the key to achieving one's goals in life through the management of one's resources. We can analyze your tax situation, investments, retirement goals, insurance needs, estate planning requirements, and other relevant areas to help you grow and preserve your resources in order to achieve those long term goals. We will monitor and periodically adjust the plan to accommodate those surprises and changes that life throws at us. We can also help you plan for the transfer of wealth to the next generation through estate planning and 529 plans.
We also help our clients who own businesses establish and maintain company and personal retirement plans such as IRAs, SIMPLE IRAs, SEPs and Individual 401(k) plans. We administer these plans through annual meetings with participants in order to review investments and answer any questions that may come up.