About LHD

Your Partner in Pursuing Financial Freedom

At LHD Retirement, we’re not just financial advisors giving advice when asked; we’re your guide on your financial journey. Our goal is to provide clarity and guidance to help navigate your financial challenges, whatever they may be. We strongly believe that advice without action is fruitless, which is why we work with you every step of the way to implement actionable, effective solutions that get you closer to your financial goals.

Because Advice without Action is Fruitless

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Our Clients

We empower individuals, families and plan sponsors with custom financial solutions specifically designed to solve the unique challenges they face.

Plan
Sponsors

More than just investment advice, we bring deep expertise to support our plan sponsor clients with participant education, plan design, fiduciary responsibilities, investment due diligence, fee benchmarking and more.

Retirement Plan Participants

We understand that participant education and engagement are key to your plan’s success. That’s why we support and engage your participants through a variety of educational opportunities specifically designed to improve their financial literacy and retirement outcomes.

Individuals and Families

We provide a wide range of financial planning solutions to help individuals and families pursue their version of financial success. We strive to act as your family’s chief financial officer with a focus on ensuring all aspects of your financial life are working together toward your goals.

Mission Statement

At LHD Retirement, our mission is to serve as a partner to families, plan sponsors and retirement plan participants in pursuing financial freedom. We are driven by a commitment to integrity, excellence and independence in all we do. When you choose to work with LHD retirement, our goal is to provide clarity knowing you have a true partner looking out for your best interests, at all times and in all situations.

That’s the LHD Retirement difference.

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