{title} icon

Articles From Lumsden McCormick

Happy Holidays!

With the holiday season in full swing, we wanted to take a moment to extend heartfelt gratitude for your continued trust and partnership. Best wishes for a holiday season abundant with laughter, happiness, and prosperity in the New Year!

Happy Holidays!

for more information

Jeff has been in the financial services industry for over 20 years. He is a Certified Fund Specialist® from the Institute of Business and Finance and has passed his SIE, Series 6, 7, and 63 exams as well as holding Life, Accident, and Health insurance licenses. He is experienced in qualified plan design as well as custom income strategies and cash flow. Jeff also has significant experience with insurance planning as a strategy to protect wealth and future generations. Jeff has studied modern portfolio theory, which is vital to efficient portfolio modeling, allowing for mean-variable analysis with a mathematical framework that is consistent with individual risk factors. 

SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

How Can We Help?