LP Financial Group, LLC

LP Financial Group, LLC Welcome to LP Financial Group, LLC!! Securities offered through Trustmont Financial Group, Inc. www.finra.org
www.sipc.org

https://brokercheck.finra.org/

We provide independent services in the following area:

• Investments
• Financial Planning and Wealth Management
• Retirement Planning/Retirement Income Planning
• Estate Planning and Legacy Planning Strategies
• Risk Management - Life, Disability and LTC Insurance
• Medicaid Planning/Special Needs Planning
• College Savings
• Health Insurance - Individual plan including Medicare and small busi

ness employer
• Insurance - Auto, Homeowners, Personal Umbrellla


If you wish to schedule an appointment with us, please contact us at (248) 872-6089. Member FINRA/SIPC
Registered Investment Advisory Serv off.ered through Trustmont Advisory Group, Inc.
200 Brush Run, Suite A, Greensburg, PA 15601 (724) 468-5665 or 1-800-618-3666. LP Financial Group, LLC is not affiliated with Trustmont Financial Group, Inc.

12/08/2025
Old video but still a good one.
12/08/2025

Old video but still a good one.

10/31/2023
10/13/2023

CMS has announced that the Part B premium for 2024 will be $174.70. That's a $9.80 increase over the 2023 premium. And for those taking traditional Medicare, the Part B deductible will be $240, which is a $14 increase.

If you have questions about Medicare, call us at 248-872-6089.

10/02/2023

Medicare Annual Open Enrollment for 2024 begins in about two weeks. You still may be able to enroll in Medicare for 2023. If you need help enrolling or have questions, call us at 248-872-6089.

08/03/2023

Turn 65 before the end of the year and have questions about Medicare? Give us a call at 248-872-6089.

06/21/2023

Are you a small business owner looking to retain current employees or attract new employees? Have you considered adding health insurance or retirement savings options? Give me a call at 248-872-6089 to discuss those options. Also, we are also licensed in multiple states so don't let us being located in Michigan stop you from calling.

04/24/2023

Are you turning 65 in the next few months? Or are you older than 65 but leaving your employer health insurance? Have questions about Medicare, call us at 248-872-6089.

11/04/2022

Health Insurance Open Enrollment for those under 65 started November 1st.

Medicare Open Enrollment continues until December 7th.

We are licensed in states beyond Michigan so if you need insurance or have questions, call us at 248-872-6089.

10/24/2022

The 2023 contribution limit for 401k and 403b plans will increase $2K. The new limit is $22,500 with a catch-up provision of $7500 for those over the age of 50. The 2023 IRA contribution limit will increase to $6500 with a $1000 catch-up for those over the age of 50.

10/13/2022

Social Security cost of living increase for 2023 will be 8.7%. And the Medicare Part B premium will be $164.90. A decrease of $5.20 from 2022.

10/05/2022

Medicare's Annual Open Enrollment begins in 10 days. We are here to answer all your questions. Call us at 248-872-6089.

Address

1899 Orchard Lake Road, Ste 204
Sylvan Lake, MI
48320

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm

Telephone

+12488726089

Website

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