At Lam Financial Services, our philosophy is to provide our clients with both personal and professional services. We use state-of-the-art money management strategies and technologies that enable our clients to organize their financial life, while providing you with personal touch service. We believe in long-term relationships, honoring our commitments, and understanding you and your business.
We make open and frequent ommunication with our clients a priority, and strive to create holistic and long-term plans tailored to individual client needs. Our practice is built upon a comprehensive approach to Wealth Management, focusing on helping our cliends protect, grow, and enjoy their money.
We make open and frequent ommunication with our clients a priority, and strive to create holistic and long-term plans tailored to individual client needs. Our practice is built upon a comprehensive approach to Wealth Management, focusing on helping our cliends protect, grow, and enjoy their money.
Services
IF WE WERE ONLY life insurance professionals - We would emphasize the stability, guarantees*, tax deferral, and creditor protection provided by life insurance and encourage you to increase your life insurance coverage. IF WE WERE ONLY disability insurance salespeople - We would tell you why you are more at risk from an income-stopping disability that from a death and encourage you to increase your disability insurance coverage.
A colleague of ours was recently asked what business she was in. Instead of answering immediately, she asked, "What are your dreams?" After listening to her questioner describe what he wanted for himself and his family, she answered, "That's what I do: I help people pursue their dreams." We couldn't agree more with her description.
Stephen is a graduate of Rutgers University School of Business in Accounting, a member of Beta Alpha Psi, and has been in the industry for over 20 years. Steve is a CPA and a Registered Financial Advisor. His experience ranges from Fortune 100 financial reporting, tax, and internal audit, Big-4 auditor, and mid-tier CPA firms.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
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