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Platinum Service

PlatinumServiceEnjoy our no pressure, service excellence. Allow our well educated advisers to individually assist you in person, e-mail inquiry or by phone. We can be reached toll free @ 1-877-228-5971 or by e-mail @ [email protected] or [email protected] or [email protected]

All correspondence is professionally confidential. We are well experienced to review your personal and business insurance, executive and employee benefits, retirement planning, estate conservation strategies and charitable giving methods.

A Truly Independent Platform

Benefit from our client centered, truly independent insurance platform. For twenty-three consecutive years our great clients have enjoyed the high touch of custom fitted, within budget, core values based solutions.

There are no proprietary companies or sales quotas driving our recommendations. We advise and guide you with complete product and company neutrality. We practice the golden rule by always doing what is in the very best interest of our clients.

LMFS, LLC is affiliated with a network of other well tenured independent agency offices in NC and Virginia. Offices span from Charlotte, Greensboro, Raleigh, Rocky Mount and Richmond, Va. We represent and help our clients by offering prompt and friendly customer service and a unique blend of the finest world class products and services available.

As your financial adviser, we also assist you in:

  • Visualizing and striving to realize your tremendous financial potential.
  • Bench marking your present status relative to your future desired destination.
  • We empower you to strive to stay on course.
  • Disciplining yourself to try to achieve financial improvement and excellence.
  • Receiving owner benefits from our knowledgeable and service oriented team.
  • We specialize in designing customized solutions fitted to your core values, budget and priorities.
  • Growing in your financial knowledge through various research articles and related links. View our "Useful Links" page to explore multiple options and gain vast marketplace perspective.

Educate yourself with our useful financial and insurance web tools including Calculators, Articles and Glossary.

Feel free to request a term quote from our list here.