Exceeding Expectations, Earning Your Trust!
Questions to Consider....
Investments:
Am I in control of my investments? If not, how can I get the control I need? Are my investments safe? Can I find safety & control and still have the growth that I want?
Assets:
How have my assets been affected by the down turn of the market? Do I have time to wait for the market to come back? Does my money manager have my best interests in mind or do they lack the proper motivation? Are my assets protected in the event the market severely drops or I suddenly require full-time or long-term care?
Estate Management or Distribution:
Would my assets be preserved and distributed as I wish in the event of my death or incapacity? Do I know all I need to know about the taxation and final distribution of the assets in my estate, including my retirement account?
Medical Expenses, Catastrophic Illness, Long-Term Care:
Would unexpected medical event expenses or a catastrophic illness endanger my assets or financial strategy? Am I prepared for the "what-if's" of long-term care expenses?
Pension or Retirement Accounts:
Could I outlive my retirement? Is my 401(k) or IRA subject to common taxation traps; could over 70% of it be lost to taxation? What can I do to protect my retirement from more losses? Are there ways I can recoup some of my losses?
Taxes:
After-tax money is what truly matters. Is there more that I could do to avoid excessive or unnecessary taxation? Is my investment income causing my social security benefits to be unnecessarily taxed? Could the majority of my estate as currently configured be lost to taxes?
Insurance:
Are there options available that I haven't considered? Can proper insurance planning protect as well as add to my assets without any adverse effect at all on my cash-flow? Do I have adequate coverage? Can I afford it? Or, can I afford to be without it?
To care about the goals of our clients as if they were our own and to build each relationship with solid communication and trust
Health, Life, Medicare, Long Term Care, & Annuities
"We provide expert financial services, insurance products, and estate planning advice. With over 50 years of experience, we’ll ensure you’re getting the best guidance from the most trusted people in the industry. For individuals across the Southeast, you can rely on L.D. O’Mire to deliver.Indexed AnnuitiesWe understand you are concerned about both safety and growth. We offer an array of Equity Indexed Annuity products.Estate PlanningEstate planning can be a daunting task. At L.D. O’Mire Financial Services, we take the time to educate and guide you through the steps to your estate planning.RetirementNo matter where you want your retirement savings to take you, it’s quick and easy to set up a plan to reach your goals."
