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  1. Home
  2. About
  3. Our Philosophy

Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

About

  • Our Team
  • Our Philosophy
  • Our Process

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840 S Van Dyke Rd
Bad Axe, Michigan
48413 United States

  •  Tel: 989-269-7427
  •  Toll Free: 888-989-6828
  •  Fax: 989-269-7469
  • cosentoski@lundyfs.com

Important COVID-19 NY EXECUTIVE ORDER

Securities and advisory services offered through Prospera Financial Services, Inc. | Member FINRA/SIPC

Click here to view the firm’s Form CRS

Lundy Financial Services does not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Contact Us: 989-269-7427 | Toll-Free: 888-989-6828

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