We understand financial issues relevant to LCPC associates
Many of the associates we serve are employees of LCPC because of our strong familiarity with their compensation and benefit programs. Our team has spent over 20 years working with LCPC and have a strong understanding of the company culture and issues specific to these employees.
As with all non-profit, healthcare employees, LCPC staff can face many complex issues in managing their personal finances, including diversifying their portfolios and how to best handle participating in multiple company sponsored retirement plans. Our team specializes in providing consulting services to non profit, healthcare providers and their staff on a variety of these key issues, including:
- Traditional 403(b) participation
- Roth 403(b) participation
- 457 plan participation
- Deferred compensation
- Navigating corporate resource websites
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There is no assurance any investment strategy will be successful. Investing involves risk, including the possible loss of capital.
