Call us: 941-822-0401
info@lcmcapitaladvisors.com
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While developing a customized financial program, we will walk you through a step-by-step process
that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
We can help you execute a sound financial program utilizing the following products and services:

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax Management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management

Reviewing existing insurance policies. Helping you find an insurance policy that meets your needs.

Education Funding

Recommending investment and accumulation strategies to help you pay for your children’s education.

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

We are a Full Service Firm!

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

The process we follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.

Let’s discuss how LCM Capital Advisors can help you achieve your financial goals.

LET’S GET STARTED

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Contact Us Today!

1924 South Osprey Avenue, Suite 202
Sarasota, Fl 34239
Phone: 941-822-0401
Fax: 941-822-0927
info@lcmcapitaladvisors.com

At LCM Capital Advisors we specialize in high net worth portfolio design and asset protection based on our clients objectives.


Securities and Advisory Services Offered Through Aegis Capital Corp. Member FINRA/SIPC
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LCM Capital Advisors