Go Beyond Mutual Fund Investing
Shares/Ownership In Your Business
Bitcoin
Real Estate
Agriculture
Maritime Rights
Your company-sponsored retirement plan can do so much more.
Go beyond mutual fund investing and see how your company sponsored retirement plan can invest in:
- Shares/ownership in your business
- Bitcoin
- Real estate
- Agriculture
- Maritime rights
Knowledgeable and so personable; the LRS team is amazing!!! Just onboarded a new plan and am working on setting up another one.
— Laurie Bachelder
Freedom Wealth Advisor
REINVEST IN YOUR BUSINESS
Grow your company and minimize the inherent restrictions that come with more regulated investments. Don’t let large financial institutions limit your investing desires. LRS has the legal resources and technology to make nontraditional investments possible.
INVEST YOUR RETIREMENT MONEY
Instead of investing your personal finances, use retirement money and reduce your tax burden in the process.
INCREASE YOUR GROWTH POTENTIAL
Give your plan and your company room to grow all while increasingly diversifying your portfolio.
THE LRS PROCESS
Discovery
Whether your client is interested in retirement savings, tax strategy, or employee retention, our staff of industry experts will meet with you and your client to identify their specific goals.
Solution Design
Our custom plan designs are backed by years of expertise in the industry. We are committed to creating a plan that best satisfies your client’s needs.
Implementation
We’ll guide your client through the process step-by-step and answer any questions they have along the way. Don’t worry, we’ll do all the heavy lifting!
Guidance & Support
We take a hands-on approach to supporting our partners and clients. Have a question at any point, give us a call and we will have an answer.