Helping to Build Financial Security, One Client at a Time
Welcome to Michael R. Lampert, Certified Retirement Counselor's website. We are a full-service financial services firm focusing on retirement and financial risk planning. As financial service professionals, we can:
Help you clarify and define your goals
Explain how changing financial conditions affect you
Recommend strategies that fit your needs
Make investment planning easier
Design and implement retirement plans for small business including profit sharing, defined benefit and 401(k) plans
Create personalized investment plans, including IRAs, SEPs and SIMPLE IRAs
Create and monitor investment plans for families and individuals
Discuss, implement and monitor personal financial risk management concepts and strategies including life, disability and long-term care coverage
Suggest and implement college-savings plans including 529 and CESAs
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions and stimulate your interest.
If you have any questions, please call us at 424-465-5440, or email us at mlampert@aicinvest.com. We will be happy to help. We look forward to talking with you.
Check the background of this investment professional on FINRA's BrokerCheck (http://brokercheck.finra.org)