Creating a Personal Financial Connection
Introduce a friend or family member that could benefit from our services.
We pride ourselves on the personal level of service we provide.
Our team members take a small-town approach to getting to know you and your family before implementing innovative tools and strategies to guide you toward achieving your dreams. As a team of experienced, dedicated professionals committed to serving clients with honesty and integrity, referrals mean a lot to us and help us to know we’re doing a great job.
We strive to help each of our clients:
Develop, implement, and monitor a holistic financial plan
We work with you to build a holistic, goals-based financial planning strategy. Using your financial plan as a guide, we implement relevant strategies
and solutions to help you achieve your objectives and navigate life’s transitions.
Retire with confidence
We help you decide when to retire, how to invest your assets once you leave your employer, what income streams to pull from and the timing of withdrawals. We strive to optimize your monthly payments in retirement by conducting a thorough analysis of your retirement income sources, including employer-sponsored retirement plan assets, IRAs, Social Security benefits, Medicare options, health savings accounts and more.
Support our employees’ retirement needs
Many small business owners wish to enhance their employees’ retirement savings. We help business owners design and administer employer sponsored retirement plans such as SIMPLE plans, SEP IRAs and 401(k) plans.
If you know anyone who would benefit from our services, we would be happy to set up a complimentary consultation to introduce ourselves to your family or friends and walk them through our comprehensive process and available services.
Introduce a Friend or Family Member
Please provide your contact information and the person you are introducing’s contact information in the form below. Our team welcomes all new and existing clients as a member of our family.
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Referral Request
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.
Want to learn more from our advisors?
We want to hear from you and encourage you to stay in touch! L&L Advisors proudly serves clients in Salina, Kansas, as well as the greater Midwest, and we are here to answer any questions or concerns you may have.
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Short Form
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product.
© 2024 L&L Advisors
*Levi Huncovsky offers Securities through CreativeOne Securities, LLC Member FINRA/SIPC.
**Levi Huncovsky, Tony Jennings, Dane Branfort & Luis Lovato offer Advisory Services through CreativeOne Wealth, LLC a Registered Investment Advisor.
L&L Advisors, Inc. is not affiliated with CreativeOne Securities, LLC or CreativeOne Wealth, LLC.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Annuities are insurance products backed by the claims-paying ability of the issuing company; they are not FDIC insured; are not obligations or deposits of, and are not guaranteed or underwritten by any bank, savings and loan or credit union or its affiliates; are unrelated to and not a condition of the provision or term of any banking service or activity.
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