Broker Check

Retirement Planning

Services

Investment Services :

  • Mutual funds, ETF’s, Stocks, and Bonds
  • Managed investment advisory programs
  • Retirement portfolios for protection and income
  • 401k’s, SIMPLE IRA’s, and other business retirement plans
  • 529 plans and other college savings programs
  • Traditional or Roth IRA’s
  • Variable and fixed annuities

Retirement Planning:

  • Is your 401k going to be enough?
  • If not let us create a road map to retirement for you
  • Once in retirement a strategy to provide income, protect and nest egg, and keep up with inflation

Insurance:

  • Life Insurance

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Team


DAN LIS, C.P.A., C.F.P.
(734) 266-8120 ext.101
dan.lis@ceteraadvisors.com


Dan is an investment advisor representative and owner of LMR Advisors. He has been in the financial industry as both a certified public accountant and certified financial planner for over 25 years. Much of his focus involves helping individuals plan for retirement to maximize their retirement income. He is involved in both the Livonia and Redford Chamber of Commerce. Dan has been the treasurer for the Redford Chamber of Commerce for over 10 years. Outside of work he enjoys golfing, fishing, traveling and spending time with his wife and family.


JESSICA LEVERENZ, M.B.A.
(734) 266-8120 ext.113
jessica.lis@ceteraadvisors.com

Jessica graduated with her masters in business and joined the team at LMR Advisors in 2013. She sees a need to assist younger clients with financial planning due to the decrease of business provided pensions and the uncertainty of social security. Jessica is involved in the Redford & South Lyon Jaycees. When not at work Jessica enjoys exercising, paddle boarding, shopping and being with her family.