Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

Monthly Archives: February 2013

    • February, 2013
  • Archive for

Is Your Advisor Setting Strategy or Selling You Product?

If you’ve participated over the years in company sponsored savings plans, you may have accumulated a sizeable savings in accounts sponsored by one or more employers. Though it may not have seemed like it at the time, saving the money is the easy part. Pick a few funds, check a few boxes, attend an occasional […]

By | | Be Retirement-Ready, Posts | , , , | 0 Comments |  Like
Read more  

Individual Risk and Your Lifetime Financial Plan

If you’re fortunate to have lived a long while, you’ve probably worked hard and dodged or overcome any number of obstacles in the challenging race that has delivered you to the present. If you’re gazing ahead at retirement, you might hope the obstacles are fewer and far between, the horizon flat and sunny, maybe leading […]

By | | Be Retirement-Ready, Posts | , , , , | 0 Comments |  Like
Read more  



DISCLOSURE: This website is intended to be informational and does not constitute personal investment advice, or provide personalized recommendations to buy, sell, or hold specific securities, or to follow any specific investment approach. Investment advice requires the analysis of individual circumstances and personal goals, which vary considerably.

Information from other sources used on this website or in blog commentary or linked from this website or blog commentary and located on websites belonging to other parties is believed to be accurate, but Lonier Financial Advisory LLC is not responsible for and cannot guarantee its timeliness or accuracy. The information on this website or in blog commentary does not constitute any offer, solicitation, or endorsement for any security, products, or services provided by third parties. This website, blog commentary and LFA LLC do not provide legal, accounting or tax advice. You should consult your attorney and accounting/tax professional for legal, accounting, and tax advice.

Past performance does not guarantee future results. All investments have certain risks that are borne by the investor, including the risk of loss of some or all of invested principal and gains. Current and prospective clients are solely responsible for determining the personal suitability of any investment or strategy. You should consult with LFA LLC or another investment adviser and perform your own due diligence before making any investment decisions.

LFA LLC is an independent fee-only advisory, is not affiliated with any broker/dealers, banks, investment, or insurance companies, is not an agent or dealer in securities or insurance products, and receives no income from any third parties. LFA LLC is a Florida Registered Investment Adviser and provides conscientious financial planning and investment advisory services only in states where registered or otherwise exempt from registration by di minimis rules.

Copyright 2011-2021 © LFA LLC All Rights Reserved

© 2011-2020 Lonier Financial Advisory LLC All Rights Reserved • A Florida Registered Investment Adviser • The Financial Preserve™ is a trademark of LFA LLC | Contact info@theFinancialPreserve.com | Privacy Policy | Member Investments & Wealth Institute