L & M Financial Group

McLenithan Financial is a South Burlington, Vermont-based financial services firm dedicated to assisting individuals, families, self-employed professionals, and small businesses in achieving their financial goals. Our mission is to build long-lasting relationships by providing exceptional services and tailored financial solutions.

Our Mission

Our primary objective is to help you navigate the complexities of the financial world. We believe in fostering relationships based on trust, honesty, and integrity. Our mission is to help you secure your financial future by offering personalized strategies and solutions that cater to your unique needs and aspirations.

Our Team

Our team is composed of seasoned financial professionals with years of experience in the industry. We are committed to staying current with the latest financial trends and regulatory changes to ensure that we can provide you with the most relevant and up-to-date guidance. Our dedication to continuous learning and improvement enables us to deliver the highest level of service and expertise.

Products & Services

At McLenithan Financial, we offer a comprehensive range of financial products and services, including:

1. *Investment Services*: We help you build and manage a diversified investment portfolio tailored to your risk tolerance and time horizon. Our investment strategies are designed to help you grow and preserve your wealth, while providing the potential for income generation.

2. *Retirement Planning*: We help you create a retirement strategy that considers your lifestyle goals, income needs, and risk appetite. Our retirement planning services include 401(k) rollovers, IRA management, and annuity products.

3. *Estate Planning*: We work with you to develop a comprehensive estate plan that preserves your wealth, minimizes taxes, and ensures a smooth transition of assets to your heirs. Our estate planning services include trusts, wills, and powers of attorney.

4. *Insurance Services*: We offer a variety of insurance products to help protect you, your family, and your business from unforeseen events. Our insurance offerings include life, disability, and long-term care insurance, as well as property and casualty coverage.

5. *Tax Planning*: We help you develop tax-efficient strategies to minimize your tax liability and maximize your disposable income. Our tax planning services include year-end planning, income tax projections, and tax-loss harvesting.

6. *Money Management*: We provide guidance on budgeting, debt management, and cash flow optimization to help you make the most of your financial resources.

7. *Lifestyle Tools*: We offer resources and tools to help you enjoy your financial journey, including travel planning, charitable giving strategies, and education funding options.

Our Approach

We take a holistic approach to financial planning, considering all aspects of your financial life to create a cohesive and comprehensive strategy. Our personalized service focuses on understanding your unique needs, goals, and preferences to develop tailored solutions that help you build and protect your wealth.

At McLenithan Financial, we are committed to providing you with the highest level of service and expertise. We pride ourselves on our ability to help simplify the complexities of the financial world and empower you to make informed decisions about your financial future. We look forward to working with you to create a financial roadmap that takes you where you want to go.