Retirement is the biggest purchase you will make.

It has the single biggest impact on our finances.

Doesn't it make sense to protect principal and have a distribution plan?




The Best Leverage Against
Inflation & Taxes

  • Higher Distribution Rate
  • Tax-free Money
  • Compounding & Realizing Gains Each Year
  • Don't Lose Any Money!

Is your current plan acheiving
all these?



Leveraging is The Best Plan
for Stability, Not Diversification



Yield is a Renewable

Principal is Not

Protecting your Principal is 



The Purpose and Importance
of Your Money

Dictates Where You Place
Your Money


Hi, I am Stephen M. Lemmond, Owner and Managing Partner of Lemmond Financial Group.

I have served over 31 years in the financial services industry and in the lives of over 4,000 clients. I have seen the dramatic changes of financial needs and retirement demographics.  Money lost at any age can be difficult to recover.  Money lost at age fifty and beyond can be next to impossible to recapture!!  I would like you to have options and choices to ensure that your money will work for you at the time in your life when you need it the most.
Our biggest concern in retirement is outliving our money! Did you know that in twenty years the average American will be living into their nineties?  What does this mean?  Many will outlive their money if they do not plan properly.  Preservation of your capital is more important than ever. My expertise is in the area of Income planning. This is the most critical phase of Retirement planning, the "getting it back" piece. You must be certain that it will work for you for the rest of your life.  A new strategy has to be implemented to ensure the growth, preservation and protection of your money throughout the distribution phase of retirement.
What if you could leverage the market with your yield instead of your money?  This can now be accomplished.  I plan in a specific area that helps you to achieve positive compounding results exclusively.  This strategy allows your money to work for you for the rest of your life and beyond, if needed.

The Lemmond Financial Group, LLP is a comprehensive financial services firm committed to helping you create and execute the best plan possible for your unique retirement needs.  Our specialty is making sure your money lasts as long as you need it. Growth of your money is always important, but at some point it needs to take a back seat to preservation and distribution of the money you have accumulated over your lifetime. The Lemmond Financial Group is a group of professionals who specialize in areas such as:  Tax Planning, Estate Planning, IRA rollovers, and preservation of retirement capital. We want to ensure your financial health with an unprecedented level of trust and personalized service and expertise.

We encourage you to explore our site and learn more about the services we provide.  Also, be sure to check out our continuously updated library of articles written by industry leaders to help keep you up to date on a variety of financial topics.

Should you have any questions or like more information about our firm, please feel free to email us at [email protected] or call us at 214-729-8020.  We look forward to visiting with you.


Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 214-729-8020.

Our Commitment
Our staff consists of experienced professionals with a "personable" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Advisors, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.