Creating comprehensive strategies for a better tomorrow.
We’ll help you make decisions you can be confident in.
LJP Financial, LLC. is an independent firm with offices located in Grand Blanc, MI and West Palm Beach, FL. We specialize in providing an exceptional level of detailed attention to all of our clients by offering boutique-style, personalized service that is unparalleled in our industry.
At LJP Financial, our mission is to provide exceptional service, market expertise and the most innovative products in the industry, to not only meet our clients needs but to exceed their expectations. What’s important to our clients is important to us.
At LJP Financial, our mission is to provide exceptional service, market expertise and the most innovative products in the industry, to not only meet our clients needs but to exceed their expectations. What’s important to our clients is important to us.
About
We have been offering retirement guidance and strategies for more than a decade using an objective, process-driven approach. We works closely with clients to customize, implement and manage comprehensive retirement strategies for helping achieve their short- and long-term goals.
President and founder Lawrence J. Petz specializes in offering retirement solutions for long-term, low-risk investments and securities, including IRA and 401(k) rollovers, Roth IRAs and other existing retirement plans. Our representatives work hand-in-hand with clients to help investors meet their financial goals. Before we make recommendations, we first need to fully understand your needs and objectives. Together, we then evaluate and plan for long-term wealth creation and estate preservation, customizing an investment approach that works for you. Since 2004, we have been assisting retirees, pre-retirees, families, sole proprietors, partnerships and corporations in achieving their retirement goals. We would enjoy the opportunity to discuss how we can help turn your financial dreams into reality.
President and founder Lawrence J. Petz specializes in offering retirement solutions for long-term, low-risk investments and securities, including IRA and 401(k) rollovers, Roth IRAs and other existing retirement plans. Our representatives work hand-in-hand with clients to help investors meet their financial goals. Before we make recommendations, we first need to fully understand your needs and objectives. Together, we then evaluate and plan for long-term wealth creation and estate preservation, customizing an investment approach that works for you. Since 2004, we have been assisting retirees, pre-retirees, families, sole proprietors, partnerships and corporations in achieving their retirement goals. We would enjoy the opportunity to discuss how we can help turn your financial dreams into reality.
Lawrence J. Petz
President
Mr. Lawrence J. Petz, president of LJP Financial, has more than 25 years’ experience in financial services and business management. During that time, he has managed millions of dollars in investment portfolios and has dedicated himself to helping individuals set and achieve their financial goals. Mr. Petz is licensed in the states of Michigan, Wisconsin, Florida, California and Colorado to offer insurance and financial products with offices in Grand Blanc, Appleton and West Palm Beach.
Services
We specialize in helping retirees, and those transitioning into retirement, with reducing their tax burdens and increasing their income. It is our mission to make sure clients enjoy their hard-earned retirement income by applying customized strategies to fit their needs.
- Retirement income strategies.
- Tax-efficient strategies.
- Investment planning.
- Insurance.
- Estate preservation and trust funding.
- Veteran benefits.
Veteran BenefitsLawrence J. Petz and the team from US Senior Vets, which is comprised of Veteran Service Officers and VA-accredited attorneys, are helping veterans and their surviving spouses navigate through the complicated and often exasperating process of applying for, and maintaining their non-service connected benefits for long-term care.
The Veterans Administration non-service connected disability pension is designed to provide qualified veterans and their surviving spouses with a tax free pension. This benefit which was established in 1952 under Title 38USC, provides a monthly pension to help defray the cost of long-term care. |
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Contact
Stay in touch with us — we love hearing from you! Email, call or fill out the form below and we’ll get back to you as soon as possible.
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