Taking care of your personal finances so that you can live more fully
LMW Personal Financial Services develops a personalized plan to bring order to your financial affairs. We take the stress out of handling day to day financial matters and give you the freedom to pursue other interests. Whether you are a retiree, busy professional, or busy family, we can handle your daily financial matters so that you can focus on what you enjoy. Leave the details to us. We bring extensive experience and professionalism to manage your finances taking your individual needs and concerns into account. We also provide financial power of attorney services for seniors who have no family or friends to help them with their finances and work closely with aging life care specialists to meet the needs of these clients.
Lolly Ward has been a Certified Public Accountant for over 25 years with experience as an auditor, corporate controller, business consultant, and Treasurer for various non-profit organizations.
Get in touch with us to set up a consultation to enquire whether our services are right for you.