FINANCIAL SERVICES

Lumbermens Insurance offers a broad array of financial services for our clients varied needs. We offer the following:

• Retirement Income Planning, Cash Flow Planning, Asset Liquidation
• Prioritization, Planning for Tax Efficient Asset Distribution
• Qualified Retirement Plan, design and consulting
• Wealth Management and Investment Services
• Charitable Trust Planning and Consulting
• Comprehensive Financial Planning
• Investment Review and Risk Analysis
• Tax Planning Strategies
• Debt Reduction Planning and Strategies
• Analysis of new and existing Insurance, Life, Health, Disability, Long Term Care, etc.

If you would like to arrange a consultation, please feel free to call us at (541) 382-2421. Please ask to speak to our Financial Services Department.