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Please note our response time may not be as quick as we would like due to Hurricane Ian approaching our Tampa Bay offices. Thank you for your patience while our LLIS team makes arrangements for their health and safety.
Words to Live By: “People see God every day, they just don’t recognize him.”- Pearl Bailey
While working with husband Keith's Fee For Service, Inc. in the '90s, Judith recognized an unmet need: insurance planning services for fee-only financial advisors and their clients. A trusted insurance resource that shared their values: to provide independent, objective advice with only the clients' best interests in mind, not commissions.
Other important acknowledgements Judith has made since starting LLIS in 1998:
"The best business decision I ever made was hiring a fee-only advisor to help us with our business succession planning. The hard work we did has paid off with a successful transition from one generation to the next."
In the Words of an Advisor: “I just love working with your team members. They are awesome! And thank you for having a real person answer the phone.”