Here at LIC Financial Group, we greatly focus on helping Real Estate investors with their sale of real estate. We work closely with Qualified Intermediaries and help investors find a replacement property that doesn’t involve the hassle of property management.

• All Tax Reporting
• Capital Gains Deferral
• Investment Options
• Delaware Statutory Trust (DST) 

We utilize Tax-Smart Investing so clients can take advantage of tax laws while growing their portfolio. Our wide variety of Tax-Smart Investment products serve to help everyone achieve their investment goals.

• Advisory Accounts/Stocks/Bonds/Mutual Funds
• Brokerage Accounts/Alternative Investments
• Annuities/Life Insurance
  

From tax preparation to bookkeeping for your small business, our wide range of accounting services will help you at every step of the way. Our specialty is working with small businesses, and we take pride in assisting small business owners achieve their financial goals.

• Individual tax prep
• Large and Small Business Tax Prep
• Preparation of financial compilations, reviews and audits
  

Planning for the future shouldn’t be stressful, which is why we do everything we can to help people plot out their financial future. From Individual Retirement Plans to helping people consolidate their assets into a Trust, our retirement planning services make it easy to organize a personal retirement plan.

• Traditional IRA/Roth IRA/Rollover/SEP/Simple
  
• 401k Plans/Solo & Employer Sponsored
  
• Defined Benefit Plans
  

LIC Financial Group offers insurance for a variety of your needs, including:

• Homeowners Insurance
• Automobile Insurance
• Renter’s Insurance
• Landlord Insurance (Commercial and Residential)
• Workers’ Compensation Insurance

• Errors & Omissions Insurance