Expert Financial Advisory Services
At Lomas Financial Inc., we provide Insurance, Investments and Strategies for Incorporated Business owners, Professionals and Families.
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Strategic Insurance Advice
Enhance Your Wealth with Expert Insurance Advisory Services.
Wealth Conversion Strategies
Seamlessly convert your corporate wealth to personal assets.
Personalized Financial Advice
Receive tailored financial guidance suited to your business needs.
Continuous Financial Monitoring
Benefit from ongoing oversight of your financial health.
Corporate Investment Policy
Secure your business's assets and promote sustainable growth with our Corporate Investment Policy. We create strategic plans that align with your financial goals, optimizing investments and minimizing risks. Whether you’re planning to expand or ensure long-term stability, our approach ensures your investments are effectively managed.
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Custom Financial Solutions
Custom financial solutions that grow with your career
You've dedicated significant resources to acquiring the education, skills, and experience necessary to earn a high income. The most crucial factor in your financial success is your ability to maintain this income. Safeguard your most valuable asset—yourself—to ensure you can achieve your financial objectives, regardless of the circumstances.
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Segregated Funds
Segregated funds offer a unique blend of growth potential and security, making them an excellent choice for those seeking both investment opportunity and protection. These funds provide the dual benefit of professional management and guarantees on your principal or earnings, depending on the terms. Let us help you explore how segregated funds can fit into your broader financial strategy.
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Life Insurance
Life insurance is more than just a safety net; it’s a critical component of a comprehensive financial plan. Our life insurance solutions are designed to provide financial security for your loved ones, ensuring they are protected from unforeseen circumstances. Whether you’re looking to cover final expenses, pay off debts, or provide income replacement, we offer a variety of coverage options to meet your needs.
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Critical Illness Insurance
Critical illness insurance provides essential financial support when you need it most, offering a lump-sum payment if you're diagnosed with a serious illness. The financial relief from a critical illness policy allows you to focus on recovery without the added stress of financial strain. Protect your financial health and ensure you’re prepared for life’s unexpected challenges with our critical illness insurance.
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Disability Insurance
Disability insurance is designed to protect your most valuable asset—your ability to earn an income. If an illness or injury prevents you from working, this insurance provides you with a steady income stream to cover your living expenses. It’s an essential safeguard that ensures your financial stability, allowing you to maintain your lifestyle and meet your obligations while you recover. Our disability insurance options offer peace of mind, knowing that your financial well-being is secured even in the face of adversity.
Infinite Banking
Infinite Banking is a powerful financial strategy that allows you to take control of your finances by using your life insurance policy as a personal banking system. This approach enables you to grow your wealth while accessing funds when needed without the limitations of traditional banking. By borrowing against your policy, you can finance large purchases, invest in opportunities, or cover emergencies, all while your policy continues to grow.
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