Plan for tomorrow today!
Plan for tomorrow today!
We have years of experience helping clients prepare for the unknown while meeting their financial goals. Ask us about:
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
LaTosha Lawrence-Morgan began her accounting career in June at Chicago Sun Times. In May of 2002, she began her career with Tribune Company, a Fortune 500 Company during this time. She ended her time with Tribune Broadcasting Company as Senior Accountant. During her time there she oversaw financial reporting for twenty-six TV stations nationwide, including WGN-Chicago, WPIX-NY, KTLA as well as, WGN-Radio and Chicago Cubs. She remained with Tribune Broadcasting until 2008. Before beginning her own financial consulting firm in 2019, she worked in the education sector for eleven years, supervising the Finance team at Columbia College Chicago the remaining five years with the institution.
She saw a need early in her career to assist individuals with taxes. She then went on to expand to assist solopreneurs and S Corps with tax planning services. She holds grant writing and not-for-profit certifications assisting over 50 clients obtain grants. She is a licensed life, health, property & casualty insurance holder and an MBA with an accounting focus since 2013.
Kendall Morgan is a veteran and served our country in the Armed Forces from 2003 - 2006. His passion as a teacher led him to attend programs at Monmouth College and Chicago State University. He currently serves as an expert media technician and electrical engineer working with ComEd for ten years. He currently serves the community as a technical expert with AT&T. His passion is to educate and train young men in the basic needs of life.
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1 E Erie Street Suite - 525 Unit 2081 Chicago, Illinois 60611
Phone: (773)331-7541 Fax: (773)526-7541 Email: LaTosha@lmfinancialindustries.com
Today | By Appointment |
Monday - Saturday: By appointment Only
Sunday: Closed