Michael R. Lampert, Certified Retirement Counselor
Our Services
When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions.
Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:
Retirement planning- including qualified plans, 401(k), SEP, Simple IRAs and IRAs for individuals and businesses
Investment management*, including ETFs* and mutual funds*
Individual financial risk management
Education Savings plans including 529 and CESAs
Asset protection through insurance and annuity products
Business continuation strategies
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.