LC Financial LLC

LC Financial LLC Certified Retirement Counselor® and Certified Plan Fiduciary Advisor® We can generate a personalized retirement/financial plan among other exciting features.

We believe in making the essential knowledge you need to effectively steward your finances readily available, therefore we invite you to take advantage of our complementary financial goals analysis with MoneyGuide Pro© which is our confidential financial analysis tool, using a ‘snap shot’ of your finances, incorporating your financial goals and concerns to help you be confident in your financial g

oals. We are here to help educate you on the basic concepts of financial management, and to give you fast, easy to understand information that you can use to help achieve your financial goals. We hope you take advantage of this resource and visit us often. There is a research library and newsletter articles on a wide range of financial topics on our website LCFinancialService.com. Just click on Hot Topics. Be sure to add our site to your list of ‘favorites’ in your Internet browser, as we frequently update our information and wouldn’t want you to miss any developments in the area of personal finance. Contact our offices to set up your complementary consultation: 602-354-3177

06/03/2026

Trump Accounts are set to become available in early July, giving parents a new way to save. The accounts will have their pros and cons, and your best use will depend on your goals and timeline.

06/01/2026

Starting July 1, millions of borrowers will need to choose from a new menu of repayment options as the Trump administration enacts major changes to the student loan system.

05/31/2026

Trump’s second term has revealed that Washington’s policy response to such a crisis will likely be misguided and full of chaos

05/30/2026

4 in 10 Americans feel guilty about time spent relaxing, and 8 in 10 won’t use all their PTO this year. Is the idea of ‘work-life blend’ to blame?

05/29/2026

Female founders are on the rise. According to a 2025 Gusto New Business Formation Report, 49% of startups in 2024 were women-led. It’s a milestone to celebrate, but the numbers don’t tell the whole story about the challenges faced by female founders. Here's what to consider when reaching for the...

05/29/2026

Without Social Security, few Americans could retire at age 67 without fear of poverty-ridden old age. More than 40% of those over the age of 80 receive 90% or more of their income from the retirement program.

05/27/2026

The equity risk premium is worth unpacking for anyone unfamiliar with what it does — and does not— signal in markets.

05/27/2026

How does your nest egg compare? Explore the average retirement savings by age in 2026 and learn expert strategies to catch up if you're falling behind.

05/11/2026

The Geopolitical Risk Index (GPR) is at its highest level in almost 25 years. Bank regulators and risk managers need to incorporate geopolitics into stress tests.

05/10/2026

Professor Lauren Shores Pelikan of the University of Missouri School of Law discusses her proposal to create a tax benefit for individual childcare service providers to ease costs for working parents.

Address

11201 N Tatum Boulevard #300
Phoenix, AZ
85028

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+16023543177

Website

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