Honest Financial Advice and Inspired Solutions
Whether you’re seeking advice on preparing for your own retirement, managing wealth, or overseeing a corporate retirement plan, we know that you want to find confidence and comfort in your choices.
We’ll be at your side to provide guidance and counsel for your financial path forward. We do more than give advice – we’re committed to helping you lead your best life.
Life happens. That’s why we take pride in using a unique combination of creative ideas and experience to assist you in assuring that your family legacy continues uninterrupted should unforeseen events occur.
November 2022 – This is the second year in a row Nate Moody has been named to NAPA’s “Aces” list.
October 2022 – Jennifer Breton is named to the 2022 “Captains” list of Top Women Advisors by the NAPA for a second year.
August 2022 – This is the fourth year L&H has applied and been named to the list, after being recognized in 2015, 2017, and 2021.
november 2022 Although student loan forgiveness has been capturing most of the headlines this year, unbeknownst to many is…
november 2022 The holidays are upon us! Staying healthy just might make you wealthy. With small lifestyle changes and…
November 2022 As the seasons change and the days start to get chillier, market trends are calling for doom…