LakeSide Benefit Concepts, Inc.
Toll Free: 1.866.452.5374
Call Us: 410.496.0400
Email Us: info@lbcretirement.com
The LakeSide Benefit Concepts, Inc. Difference
At Lakeside Benefit Concepts, Inc. we provide our clients with the knowledge and tools to make sound decisions regarding their financial future. We pride ourselves on getting to know our customers on a personal level, enabling us to make their financial goals our own. By understanding your current financial situation and your future needs, we can present products and services that can be tailored to meet your unique situation. We offer guidance and support through every step of the financial services process. Whether you are looking to gain understanding how to manage your 401K plans, are searching for retirement or estate planning strategies or preparing for unforeseen life events which may require Life, Health, Disability or Long Term Care Insurance, we can present options that will help you determine what is best for you, your family and your financial future.
Mission Statement
Vision & Values
The LakeSide Benefit Concepts Difference
Lakeside Benefit Concepts provides financial literacy to our clients, nationwide, in order to help them make sound financial decisions that will sustain them now and in the future. We will build relationships with our clients to get to know their short and long term financial goals. We will present the best products and services to our clients through our partnership with more then 60 of the top insurance companies in the country. We will only present those products which are in line with our client’s short or long term goals. We will provide unparalleled professionalism, service and attention to detail with a relentless pursuit of your desired level of financial security and well being.
The goal of financial security and freedom is obtainable, regardless of your age, education or financial situation. You simply need to set a goal, formulate a strategy to meet that goal, plan for the future and unforeseen events and most importantly stay committed to sticking to your financial plan you have set. At LakeSide Benefit concepts we know that without the proper resources, getting from start to finish with a financial plan is much easier said then done. That is the core of the LakeSide Benefit Concepts difference. We sit down with you to map out a realistic and sustainable financial plan to help you succeed in attaining your goals. Our plans can remain consistent or be adjusted as your life and financial situation dictates. With over 25 years of financial services experience helping clients from all walks of life, LakeSide Benefit Concepts can help you set realistic goals and help you customize a plan that will put you on the road to financial independence and peace of mind. Our product offerings are far superior to those available to other companies in the industry. This gives us the ability to offer exactly the right product to meet your needs and exceed your expectations. Let us show you the LBC Difference!
