Lomas Financial Inc.  Lomas Financial Inc.

Expert Financial Advisory Services

At Lomas Financial Inc., we provide Insurance, Investments and Strategies for Incorporated Business owners, Professionals and Families.

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 Lomas Financial Inc.

Strategic Insurance Advice

Enhance Your Wealth with Expert Insurance Advisory Services.

 Lomas Financial Inc.

Wealth Conversion Strategies

Seamlessly convert your corporate wealth to personal assets.

 Lomas Financial Inc.

Personalized Financial Advice

Receive tailored financial guidance suited to your business needs.

 Lomas Financial Inc.

Continuous Financial Monitoring

Benefit from ongoing oversight of your financial health.

 Lomas Financial Inc.

Corporate Investment Policy

Secure your business's assets and promote sustainable growth with our Corporate Investment Policy. We create strategic plans that align with your financial goals, optimizing investments and minimizing risks. Whether you’re planning to expand or ensure long-term stability, our approach ensures your investments are effectively managed.

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 Lomas Financial Inc.

Custom Financial Solutions

Custom financial solutions that grow with your career

You've dedicated significant resources to acquiring the education, skills, and experience necessary to earn a high income. The most crucial factor in your financial success is your ability to maintain this income. Safeguard your most valuable asset—yourself—to ensure you can achieve your financial objectives, regardless of the circumstances.

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 Lomas Financial Inc.

Segregated Funds

Segregated funds offer a unique blend of growth potential and security, making them an excellent choice for those seeking both investment opportunity and protection. These funds provide the dual benefit of professional management and guarantees on your principal or earnings, depending on the terms. Let us help you explore how segregated funds can fit into your broader financial strategy.

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 Lomas Financial Inc.
 Lomas Financial Inc.
 Lomas Financial Inc.

Disability Insurance

Disability insurance is designed to protect your most valuable asset—your ability to earn an income. If an illness or injury prevents you from working, this insurance provides you with a steady income stream to cover your living expenses. It’s an essential safeguard that ensures your financial stability, allowing you to maintain your lifestyle and meet your obligations while you recover. Our disability insurance options offer peace of mind, knowing that your financial well-being is secured even in the face of adversity.

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Infinite Banking

Infinite Banking is a powerful financial strategy that allows you to take control of your finances by using your life insurance policy as a personal banking system. This approach enables you to grow your wealth while accessing funds when needed without the limitations of traditional banking. By borrowing against your policy, you can finance large purchases, invest in opportunities, or cover emergencies, all while your policy continues to grow.

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 Lomas Financial Inc.