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:
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Retirement planning- including qualified plans, 401(k), SEP, Simple IRAs and IRAs for individuals and businesses
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Investment management*, including ETFs* and mutual funds*
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Individual financial risk management
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Education Savings plans including 529 and CESAs
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Asset protection through insurance and annuity products
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Business continuation strategies
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.