Company: LBMC Investment Advisors, LLC
LBMC clients are privy to coordinated, fee-based services. If a client changes an investment option, the tax advisors within the accounting firm will be aware of possible implications and will be able to help the client understand those implications.
Because bonds can be purchased either individually or through a bond fund, it is essential that distinctions are drawn between the two since they are mechanically different.
When clients evaluate what advisors to work with, trust is… Read more »