Lamia Financial Group, Inc. serves a wide variety of clients. Finding the ideal financial professional is a two-way street and should be a good fit for the advisor and the client.
In our experience, the clients with whom we work best
are those who:
- Predominantly want to take care of their families
- Are cautious in their personal and professional lives
- Want their assets to provide them freedom and security
- Are confused or frustrated by the responsibility of wealth
- Dislike managing finances and avoid discussion of it
In addition, we specialize in serving:
- Those who come into "sudden money" because of death, divorce, inheritance, or some other unexpected life event
- Those going through major life transitions
- Unmarried couples
- Business owners
We are happy to meet with you for a complimentary consultation or to provide a second opinion on your financial situation.