Lord and Kees Financial Systems Inc.

Financial planner in Norristown, PA (show on map)

5.0

★★★★★

2 reviews

Financial planning company offering life insurance, annuities, income replacement, buy-sell insurance, and retirement planning services.

Call (610) 491-9098

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About

Founded in 1980, Lord and Kees Financial Systems Inc. is a trusted financial planning company with over 45 years of experience. Specializing in life insurance, annuities, income replacement, and buy-sell insurance for businesses, they serve clients in Florida, Pennsylvania, Texas, Massachusetts, and Alabama.

The company also offers retirement planning, budgeting assistance, and asset protection services, with a commitment to personalized client care and community involvement.

Over 45 years of experience

Personalized client care and community involvement

Wide range of financial and insurance products

Services

Advising

Money management vehicles to protect retirement accounts, life insurance accounts, and assets against probate. Includes budgeting exercises and financial education.

Budgeting exercises Financial education Protection of retirement and life insurance assets

Consulting

Personalized consultation addressing life changes, financial troubles, estate problems, business finances, and more.

Personalized life and financial counseling Support for estate and business financial challenges

Financial Services

Assistance with budgeting, asset protection, 401K transfers, buy-sell life insurance policies, and various life insurance options.

Budgeting assistance 401K transfers Buy-sell life insurance Equity Index Life Insurance Term Life Insurance

Marketing Services

Support for business owners and entrepreneurs, including startup assistance, corporation formation, Buy-Sell Agreements, and referrals to accountants.

Startup business assistance Corporation formation Buy-Sell Agreements Accountant referrals

Support

Disabilities, impairments, and language support services for clients.

Disability support Impairment accommodations Language assistance

Credentials & Certifications

President of Lord and Kees Financial Systems Inc.

Since 1980

Over 45 years of experience in financial planning and insurance

Since 1980

Reviews

Rating

★★★★★

Reviews

"Yolanda and Terry are wonderful."

Frequently Asked Questions

What types of life insurance do you offer? +

We offer Equity Index Life Insurance with level death benefit up to age 120, level premium without increase, waiver of premium, terminal and chronic illness benefits, and critical illness benefits. We also provide term life insurance with 10, 15, 20, and 30-year lock-in rates.

How does your advising service help with budgeting? +

Our advising service includes budgeting exercises that review checkbooks, retirement statements, and other paperwork to create an improved budget and identify unnoticed financial hindrances.

What is a Buy-Sell Agreement? +

A Buy-Sell Agreement is a financial arrangement that outlines the terms under which a business partner's share of the company can be bought or sold, often involving life insurance to fund the purchase.

Which states do you serve? +

Lord and Kees Financial Systems Inc. serves clients in Florida, Pennsylvania, Texas, Massachusetts, and Alabama.

What support do you offer for disabilities and impairments? +

We provide support for disabilities and impairments as part of our broader support services, ensuring clients receive necessary accommodations and assistance.

How can I schedule an appointment? +

You can schedule an appointment by contacting Lord and Kees Financial Systems Inc. via phone at 610 491 9098 or email at [email protected].