L2 Advisors started in 2008 by Charles Rushmore, and his son Keagan joined shortly after. With a full offering of financial planning, insurance programs, and investment options there are many ways we can help our clients. Through our sister company, Great Lakes Tax Team, we are able to offer pro-active tax planning to augment our traditional financial planning process. Clients of L2 Advisors have access to tax preparation, accounting and legal services from a national network of tax professionals and attorneys. With this combination, our clients can benefit from the experience and knowledgeable network of planning and investment professionals who support our firm.
How can you benefit from working with us? We are a small firm and work in only your best interest. We’re different from those large financial companies, because we aren’t going to recommend several financial products that you don’t understand or that aren’t right for you. At your first complimentary visit, we want to take the time to get to know you and you to know us. We want to understand your financial needs and goals and how we might be able to help you. We aim to make you feel comfortable.
Great Lakes Tax Team is not affiliated with USA Financial Securities.
