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Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. 

  • Organizer: Connect all of your accounts for a consolidated view of your entire financial picture.
  • Mobile: Our mobile app for Apple and Android give you access on the go and is easy, secure, and user friendly.
  • Reports: Customized reports display information that you want and are easy to understand.
  • Track Spending: Monitor cash flow and categorize your expenses to help you stay on the right path.
  • Investments: Interactive charts and detailed summaries increase your knowledge about your accounts.
  • Budget Tools: Set up savings goals and keep track of your expenses.
  • Digital Vault: Store all of your important documents in a secure environment.

Additional Links That May Be Helpful

WealthScape Investor


As part of our effort to provide you with quality service, LFA has a relationship with National Financial Services, LLC, Member New York Stock Exchange (NYSE) and member of the Securities Investors Protection Corporation (SIPC), a Fidelity® Investments company, to provide trade execution, custody and other related services for your brokerage account. As custodian of your brokerage account, NFS, at the direction of LFA, is responsible for:

  • The execution, clearance and settlement of securities transactions.
  • Preparing and sending periodic account statements and transaction confirmations.
  • The custody (or safekeeping), receipt, and delivery of funds and securities.

401 K Plans

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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