Broker Check

LMR & Associates, PLLC

LMR Advisors, LLC

 

Phone » 734.266.8120

Fax » 734.266.8129

Financial Planning Tax Prep Business Accounting Accounting

Community responsibility has always been a goal for LMR & Associates.
Considering the spread of the COVID-19 Virus we have decided to implement the following
as of March 17, 2020

  • We will continue to process and file tax returns

  • We will not be accepting any new client appointments

  • Clients can drop off their information in our drop box located on the west side of the building

  • We will continue to be available via phone, email, LMR’s secure communication Liscio App, facebook messenger and text.

  • Please leave message on voicemail and we will return your call.

  • We will mail all client information or hold it for pick up once the ban has been lifted

  • We can mail, email or upload your tax return to our secure Liscio App.

 

 

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Emerging Market Opportunities

Emerging Market Opportunities

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Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

 

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Universal Life Insurance

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IRA Withdrawals that Escape the 10% Tax Penalty

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Understanding the Basics of Medigap Policies

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Social Media: #NewestBusinessLiabilityRisk

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Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

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This calculator helps estimate your federal estate tax liability.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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This calculator can help you estimate how much you should be saving for college.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

When Markets React

When markets shift, experienced investors stick to their strategy.

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