Info Links (866) 897-8234 About Us Services Telecom Access Podcast EventsResources Contact Us About Us At LPF Financial Advisors, our advisors specialize in helping people prepare for and transition into retirement. We believe that we have a responsibility to be good stewards of our client’s wealth so they can focus on the things in life most important to them, other than money. We utilize strategies with the hopes of protecting our client’s retirement lifestyles and passing wealth on to future generations according to their wishes. We serve a select group of individuals, families and businesses. Those who may benefit from our services typically: Desire a personal relationship rather than just being an "account" Are open to objective advice and can implement suggested solutions Want to simplify, streamline, and consolidate their money management They also commonly have: Household incomes of $100K or more AND/OR Current and Expected Retirement assets of $200K or more We know that our clients could choose to work with anyone in the financial services arena. Our clients can expect LPF Financial Advisors to be guided by beliefs and values that put their needs first: We operate independently focused on reducing conflicts of interest. We commit to being open and honest with clients in terms that are meant to build partnerships rather than authority. When our clients need service, it is every employee’s first priority. We perform regular business evaluations to ensure we are on the cutting edge in products, services, technology and investments. It is important we uphold a commitment, both financial and otherwise to our community and giving back. Have A Question? Upcoming Events RETIREMENT PLANNING WEBINAR FOR FRONTIER EMPLOYEES December 16, 2021 12:00p - 1:00p RETIREMENT PLANNING WEBINAR FOR FRONTIER EMPLOYEES December 16, 2021 5:00p - 6:00p Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. 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Any subsequent, direct communication by LPF Advisors, LLC., with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LPF Advisors, LLC., please contact the state securities regulators for those states in which LPF Advisors, LLC., maintains a registration filing. A copy of LPF Advisors, LLC’s current written disclosure statement discussing LPF Advisors, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from LPF Advisors, LLC., upon written request. LPF Advisors, LLC., does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LPF Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2019 FMG Suite. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through LPF Advisors LLC., a Registered Investment Advisory firm. LPF Financial Advisors and the Securities America companies are separate entities. The Investment Fiduciary Standard of care applies to advisory services only. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person. “Better Business Bureau ratings are based on type of business, time in business, competency licensing, compliant volume, unanswered complaints unresolved complaints, serious complaints, complaint analysis, complaint resolution delayed, failure to address complaint pattern, government action, advertising review, background information, clear understanding of business, mediation/arbitration, accredited business status and revocation of such status. Grades are determined by awarding and deducting points for each element and then looking at the resulting score as a percentage of the highest score attainable. The highest grade is A+ and lowest grade is F. Grades reflect the BBB’s degree of confidence that a business is trustworthy and will make good faith efforts to resolve issues. Rankings should not be considered an endorsement of the advisor’s services and are not indicative of future performance. For more information please see www.bbb.org/business-reviews/ratings/overview.html” Contact LPF Financial Advisors Office: (941) 907-0101 Toll-Free: (866) 897-8234 Live Oak Corporate Center 2601 Cattlemen Road, Suite 302 Sarasota, FL 34232 info@lpfadvisors.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Client Relationship Summary