Specializing in Retirement Planning & Investment Portfolio Management

At Lehner Shope Wealth Group, our mission is to assist our clients’ in meeting their financial needs by providing sound financial and investment services.

Our Services Include:

Independent Investment Advisor Representative

Wealth Planning – We’re here to assist you in getting the most from your financial assets.

Retirement Planning – Making sure you are financially secure to enjoy a long and happy retirement is an on-going process.

Qualified Plans – Rollovers, SEPs, and IRAs

Buy/Sell Agreements

Life Insurance – Individual and Group Life Coverage

Health Coverage – Individual and Group – Compare health plans and apply for medical coverage.

Annuities – Whether you’re still saving for retirement, or are already retired, an annuity is a solution you might want to consider to help you build wealth and create a dependable income for yourself.

Long Term Care Insurance – You hope for the best while we plan for the worst. We offer a wide and diverse range of packages to keep you protected. Guarantees are subject to the claims-paying ability of the issuing insurance company.

Disability and Business Overhead Coverage – Protect one of your most valuable assets – your income. If you’re unable to work due to sickness or injury, disability income insurance can help you meet expenses and maintain your standard of living. Guarantees are subject to the claims-paying ability of the issuing insurance company.

Financial Resources

The Wall Street Journal– The Wall Street Journal online is a great source for the latest economic news
CNN Financial- CNNfin online
Forbes- Forbes online
Big Charts -A good place to type in your stocks or mutual funds to see how they are doing

Government Resources

Social Security – The official Social Security website. Fill out claim forms, find out if you qualify for benefits
Internal Revenue Service – Official IRS website. Access any IRS form from the Dept. of the Treasury

Senior Resources

AARP – The largest non-profit organization dedicated to addressing the needs and interest of seniors
AOA – The Administration on Aging is a Federal agency that seeks to educate the elderly and their caregivers about the services available to them. These services include information and outreach in their communities
Medicare – The official website of Medicare. Has information on programs, benefits and reimbursements
SS Administration: Social Security Benefits Estimator