Lori Martin Mba Email & Phone Number

After dutifully following conventional wisdom and finding myself disillusioned by the financial ups and downs, I had an epiphany: there must exist practical, tangible "Financial Solutions" to secure a better quality of life now, safeguard my future, and fortify my legacy. That realization marked the inception of "The Bank Lady".I work within a distinctive financial niche by assisting clients in identifying and recovering money they are unknowingly and unnecessarily losing through strategic financial maneuvers (MONEY MOVES). I then redirect all gains back into my clients' personal finances to enhance their present and future quality of life. My toolbox is comprehensive:✅ Tax Planning – Keep more of what you earn.✅ Retirement Planning – For a future filled with possibilities and not out-lived.✅ Debt to Wealth Strategies – Transform liabilities into assets.✅ Mortgage Planning – Make your home's financing work for you.✅ Comprehensive Life Milestone Preparation – From college funds to dream vacations.I don’t just plan; I empower. With every MONEY MOVE, we’re building not just wealth, but a legacy.Outside the numbers, my passions include globe-trotting, staying fit, and beautiful beaches.Let's curate a life well-planned together because your wealth isn't just about money—it's about your entire journey.

• Senior Financial Advisor

  Lgm & Companies Llc

  Jan 2017 - Present - Miami-Fort Lauderdale Area

  Financial & Tax Planner/Insurance/Annuity Broker/Tax-free Retirement Specialist