Lance was instrumental with helping me make an informed decision on rolling over my 401K plan. When I left my previous employer I was not very well informed on my options with my 401K other then the fact there may be penalties and taxes if I made the wrong choice. Because I’ve done business with Lance for twenty years, naturally he was my first call and always is when it comes to financial or insurance questions. Lance was able to explain the tax ramifications and my options ultimately helping me make a decision to roll over my 401K to an IRA and continue to contribute to my retirement funds. I’m still twenty-five years away from retirement but with Lance’s and LMT Financial’s help I know I’m in good hands and have a plan to follow. Thanks Lance!
James Fell
Riverside, CA
