LGM & Co.

LGM & Co. Tax preparation and planning services to business owners and professionals located in the South Florida region.
15+ years of experience.

01/01/2026

They say what doesn't break you makes you stronger. ๐Ÿ›๏ธ

Happy New Year, everyone! 2025 was a year of personal and professional challenges for me, but as we step into 2026, I am standing taller than ever.

My mission remains the same: Wealth Elevation. The obstacles I faced last year only proved why the work we do is so important. We don't just plan for the "good times"; we build for the long haul.

To my clients, new prospects, partners, friends, and family: Thank you for your support. I am ready to meet and EXCEED our mission this year. Letโ€™s get to work. ๐Ÿš€

Step into the future of Wealth Management with confidence.Modern investors and ambitious professionals deserve strategie...
09/02/2025

Step into the future of Wealth Management with confidence.

Modern investors and ambitious professionals deserve strategies tailored to their distinct needsโ€”not generic solutions. Our approach delivers personalized, research-driven financial guidance that aligns with your specific goals and circumstances. By leveraging deep market knowledge and transparent advice, we empower you to confidently build and protect your wealth.

Discover a wealth management relationship grounded in trust, expertise, and genuine collaboration. Reach out today to begin your customized wealth management experience.

05/09/2025

๐Ÿšจ Calling all 1099 independent contractors, Bosses & Gig Workers! ๐Ÿšจ
Are you truly prepped for ๐—ฅ๐—˜๐—ง๐—œ๐—ฅ๐—˜๐— ๐—˜๐—ก๐—ง or just winging it? Maximize your tax deductions; you could ๐——๐—˜๐——๐—จ๐—–๐—ง ๐˜‚๐—ฝ ๐˜๐—ผ $๐Ÿณ๐Ÿฌ๐—ž ๐—ณ๐—ผ๐—ฟ ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฑ!

At LGM & CO., WE are your go-to for:
โœ… ๐—ช๐—ฒ๐—ฎ๐—น๐˜๐—ต ๐— ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜
โœ… ๐—ง๐—ฎ๐˜… ๐—ฃ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด/๐—ง๐—ฎ๐˜… ๐—ฃ๐—ฟ๐—ฒ๐—ฝ๐—ฎ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป
โœ… ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น & ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—ฃ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด
โœ… Advanced ๐—œ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ฃ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด

Plus, We will set up that Retirement Plan.

Let's talk strategy. Book now! ๐Ÿ’ผ๐Ÿ“ˆ
๐Ÿ“†๐—•๐—ผ๐—ผ๐—ธ ๐—ป๐—ผ๐˜„ https://link.lorigmartin.com/widget/bookings/taxeswithlori or โ˜Ž๏ธContact us at ๐Ÿต๐Ÿฑ๐Ÿฐ-๐Ÿฎ๐Ÿฏ๐Ÿญ-๐Ÿฑ๐Ÿฒ๐Ÿด๐Ÿญ.


05/08/2025

BUSINESS OWNERS...Part II Questions 3 & 4
Are you Ready to play Retirement Roulette or have a bulletproof plan? ๐ŸŽฏ๐Ÿ’ธ
Donโ€™t just wing it when it comes to your future! Make sure youโ€™re on track to a lifestyle that doesnโ€™t include outliving your money ๐Ÿ’ธ.

Get the answers to the 4 crucial financial questions for RETIREMENT with The Bank Lady. ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ ๐—ฏ๐˜† ๐—ฑ๐—ฒ๐˜€๐—ถ๐—ด๐—ป, ๐—ป๐—ผ๐˜ ๐—ฏ๐˜† ๐—ฑ๐—ฒ๐—ณ๐—ฎ๐˜‚๐—น๐˜!

What's your strategy? Let's talk.
๐Ÿ“†๐—•๐—ผ๐—ผ๐—ธ ๐—ป๐—ผ๐˜„ https://link.lorigmartin.com/widget/bookings/financiallevel-1 or โ˜Ž๏ธContact us at ๐Ÿต๐Ÿฑ๐Ÿฐ-๐Ÿฎ๐Ÿฏ๐Ÿญ-๐Ÿฑ๐Ÿฒ๐Ÿด๐Ÿญ.

05/07/2025

BUSINESS OWNERS are you Ready to play Retirement Roulette or have a bulletproof plan? ๐ŸŽฏ๐Ÿ’ธ Donโ€™t just wing it when it comes to your future! Make sure youโ€™re on track to a lifestyle that doesnโ€™t include outliving your money ๐Ÿ’ธ.

Get the answers to the 4 crucial financial questions for RETIREMENT with The Bank Lady. ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ ๐—ฏ๐˜† ๐—ฑ๐—ฒ๐˜€๐—ถ๐—ด๐—ป, ๐—ป๐—ผ๐˜ ๐—ฏ๐˜† ๐—ฑ๐—ฒ๐—ณ๐—ฎ๐˜‚๐—น๐˜!

What's your strategy? Let's talk.
๐—•๐—ผ๐—ผ๐—ธ ๐—ป๐—ผ๐˜„ https://lorigmartin.com/book-page
Contact us at ๐Ÿต๐Ÿฑ๐Ÿฐ-๐Ÿฎ๐Ÿฏ๐Ÿญ-๐Ÿฑ๐Ÿฒ๐Ÿด๐Ÿญ.

05/05/2025

BUSINESS OWNERS are you Ready to play Retirement Roulette or have a bulletproof plan? ๐ŸŽฏ๐Ÿ’ธ Donโ€™t just wing it when it comes to your future! Make sure youโ€™re on track to a lifestyle that doesnโ€™t include outliving your money ๐Ÿ’ธ. Get the answers to the 4 crucial financial questions for RETIREMENT with The Bank Lady. Retire by design, not by default!

What's your strategy? Let's talk. ๐—•๐—ผ๐—ผ๐—ธ ๐—ป๐—ผ๐˜„ https://lorigmartin.com/book-page
or contact us at ๐Ÿต๐Ÿฑ๐Ÿฐ-๐Ÿฎ๐Ÿฏ๐Ÿญ-๐Ÿฑ๐Ÿฒ๐Ÿด๐Ÿญ.

04/28/2025

Attention Business Owners! ๐Ÿ  Think your TAX write-offs limit your mortgage options? Think again! Unlock loans tailored for YOU, where only your BUSINESS DEPOSITS count as income. No tax returns needed.๐Ÿ“Œ Seize the opportunity to buy or refinance now!
For PURCHASES & REFINANCES
Qualifiable docs
๐Ÿ“Œ12 months of business bank statements
๐Ÿ“ŒP&L ONLY + 3 months business bank statements
๐Ÿ“žCall now or visit our website to book your appointment with Lori
Call us: (๐Ÿต๐Ÿฑ๐Ÿฐ) ๐Ÿฎ๐Ÿฏ๐Ÿญ-๐Ÿฑ๐Ÿฒ๐Ÿด๐Ÿญ
๐Ÿ“… Book a consultation: https://link.lorigmartin.com/widget/bookings/getfunded-lori
๐ŸŒ Explore our services: ๐˜„๐˜„๐˜„.๐—น๐—ผ๐—ฟ๐—ถ๐—ด๐—บ๐—ฎ๐—ฟ๐˜๐—ถ๐—ป.๐—ฐ๐—ผ๐—บ
๐Ÿ“ฉ Email us at ๐—น๐—ผ๐—ฟ๐—ถ@๐—น๐—ผ๐—ฟ๐—ถ๐—ด๐—บ๐—ฎ๐—ฟ๐˜๐—ถ๐—ป.๐—ฐ๐—ผ๐—บ
Await!

04/24/2025

MORTGAGE NEWS ****Are you READY to slash that mortgage or MANAGE it like a pro? ๐ŸŒŸ Discover the ultimate mortgage strategy for YOUR personal economy! Join us and letโ€™s GET FUNDED! Itโ€™s time to BUILD WEALTH and step into a debt-free life!
๐Ÿ”‘ WATCH HERE https://link.lorigmartin.com/sp/e55603840f7

Address

3150 SW 145TH Avenue #401
Miramar, FL
33027

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm

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