LPI FINANCIAL GROUP, INC.
MIAMI, FLORIDA

LPI Financial Group, Inc. specializes in income planning with a focus on asset protection and preservation for its clients' retirement assets. Established as a Domestic Profit Corporation (DOMP) on June 19, 1998, the company is based in Miami, Florida, and has been committed to helping retirees create solid, long-lasting income strategies that provide peace of mind throughout their retirement years. The firm's approach emphasizes achieving a reasonable rate of return, often averaging between 4 to 6%, without exposing retirement accounts to loss—a goal it guarantees for its clients. LPI Financial Group is particularly adept at aiding clients through market declines by prioritizing asset preservation and facilitating growth during retirement. It recognizes the critical nature of this life stage, knowing that most retirees do not have the time to recoup losses in their portfolios. Additionally, the company assists with estate planning, adapting strategies to navigate the complexities of ever-evolving tax laws while ensuring effective asset protection and transfer. The firm supports clients during significant life transitions such as job changes or retirement by managing employer-sponsored plans and facilitating rollovers between employers' plans when necessary. Clients benefit from professional guidance that simplifies these potentially daunting tasks. The leadership team, including directors Raul V Leyva, Miguel A Rodriguez, and Cary A Levinson, oversee the company's daily operations with a commitment to staying ahead of industry changes. With its headquarters located at 13344 SW 1st Terrace in Miami, FL, LPI Financial Group maintains an active presence by keeping clients informed of updates via their website at lpifinancialgroup.com. Contact can be made through various phone lines: (877) 545-5433, (615) 669-0493, and (877) 705-5433. The company is identified by the Florida filed number P98000055050 and has a unique Employer Identification Number (EIN) of 650844207.