Financial Planning & Investment Management

Developing a financial plan can make all the difference in how you live and enjoy your life now, as well as in the next year, the next five years, or even the next 50 years. A financial plan serves as a guide, showing you where you are now, and what you need to do to achieve financial security in the future.  L. M. Kohn & Company is an experienced financial planning and investment management firm dedicated to preserving our client's wealth while enhancing their financial position.

Perhaps you want to save for an early retirement, or your child's college education.  Maybe you just want enough money for a European vacation next year.  Whatever your needs, L. M. Kohn & Company  financial consultants work closely with individuals in evaluating their current financial situation, identifying their needs and objectives for the future, and implementing a plan to help you achieve those goals.

Our client's financial well being - now and in the future - is our priority, and we accomplish that by providing the following products and services:

  • Asset Management
  • Estate Planning
  • Retirement Planning
  • College Planning
  • Individual Retirement Accounts
  • Insurance
  • Annuities
  • Disability
  • Life
  • Investment Monitoring
  • Our financial planning services are fee-based, so you can be assured that our account executives have your best interests - not a sales commission - at heart.