Lunsford Financial Planning, Inc. provides investment advice and management services for our clients. LFP is a registered investment advisory firm with the state of Colorado.

We provide two plans to meet our clients needs:

• Self-Directed Investment Advice for those clients who wish a professionally designed investment portfolio but are looking to implement and monitor the porfolio themselves. Advice can be on taxable, IRA, or 401(k) accounts.


• Managed Accounts for those who wish to delegate the implementation and monitoring activities of their investment portfolio to a professional.

All investment clients receive the following:

• Fiduciary responsibiliy from the financial planner


• Risk Tolerance Assessment


• Asset Allocation and Portfolio design that matches your goals, investment time horizon and risk tolerance


• Meetings and communications necessary for you to monitor and discuss your investments.

In additional to the above services, Managed Account clients receive these additional services:

• Implementation of the portfolio


• Continuous investment supervision


• Annual reports
• Performance Review


• Realized Gain / Loss statment for taxes


• Rebalancing of the portfolio, when needed