We understand financial issues relevant to LCPC associates

Many of the associates we serve are employees of LCPC because of our strong familiarity with their compensation and benefit programs. Our team has spent over 20 years working with LCPC and have a strong understanding of the company culture and issues specific to these employees.

As with all non-profit, healthcare employees, LCPC staff can face many complex issues in managing their personal finances, including diversifying their portfolios and how to best handle participating in multiple company sponsored retirement plans. Our team specializes in providing consulting services to non profit, healthcare providers and their staff on a variety of these key issues, including:

  • Traditional 403(b) participation
  • Roth 403(b) participation
  • 457 plan participation
  • Deferred compensation
  • Navigating corporate resource websites

Links

Raymond James is not affiliated with Lewis County Primary Plus. All investing involves risk. There is no assurances that any investment strategy will be successful. Diversification does not ensure a profit or guarantee against a loss. Links are being provided for information purposes only. Raymond James is no affiliated with and does not endorse, authorize or sponsor of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.


We are a family-oriented team dedicated to guiding every member and generation of your family.
Mackenzie F. Bennett, AAMS®; Chief Business Development Officer, CRA; Financial Advisor, RJFS