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  2. About
  3. Our Process

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies.

This goal-based financial security planning approach is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals.

 

What is Financial Security Planning?

Financial security planning is about more than preparing for retirement. It’s about working to achieve short- and long-term goals, and helping protect the most important things in your life.

As a Financial Security Advisor, I will work with you to create a plan that includes solid insurance and investment products and is flexible enough to meet your changing needs.

The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:

  • Prepare for a secure, comfortable retirement or minimize your current taxes
  • Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
  • Provide for your loved ones or heirs in the event of death, disability or critical illness
  • Protect your business and your employees through affordable benefits

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
  •  bshaw@summitfn.com

Important COVID-19 NY EXECUTIVE ORDER

Lundy Financial Services is an independent firm.  Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a Registered Investment Adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity.

Registered Representatives of Cetera Advisor Networks may only conduct business with residents of the United States and/or jurisdictions in which they are properly registered. This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.  

Cetera Advisor Networks LLC and its affiliates and Lundy Financial Services do not give tax or legal advise.  You should consult an experienced professional regarding the tax consequences of a specific transaction.

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

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