Broker Check

Wealth Management

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Wealth Management

Although Lambertson Financial Services is primarily focused on providing tax saving solutions for clients by implementing Structured Installment Sale strategies, Andrew Lambertson is a licensed insurance agent and registered investment advisor representative affiliated with Founder’s Financial Securities, LLC.

Andrew has extensive experience in developing deferred compensation plans, retirement savings plans, investment strategies, and the application of life insurance for estate and retirement planning. Currently, these services are provided primarily for existing clients, though his expertise and capabilities are available to anyone needing sound financial advice and tax mitigation strategies.

Andrew welcomes consultations with other Financial Advisors whose clients may benefit from the tax-saving advantages Structured Installment Sale strategies can provide. Please note, these consultations are offered on a strictly cooperative, non-competitive basis. Your clients are your clients. Andrew’s focus is on providing specific Structured Installment Sale strategies that can help reduce taxes and increase net income from the sale.

Personal Wealth Management

  • Investment Advisory Funds
  • Asset Management
  • Mutual Funds
  • Roth IRA
  • Simple IRA
  • Traditional IRA
  • Educational Planning
  • Retirement Strategies
  • Tax Reduction Strategies
  • 401 (k)
  • 403 (b)
  • 457 (b)
  • Estate Planning
  • Variable Annuities
  • Life Insurance
  • Fixed Annuities
  • Trust Strategies

Institutional Wealth Management

  • Corporate Brokerage Accounts
  • Non-Qualified Deferred Executive Compensation
  • Profit Sharing Plans
  • Retirement Strategies
  • Tax Reduction Strategies
  • SEP IRAs
  • Simple IRAs
  • 401(k) Plans
  • 403(b) Plans
  • 457(b) Plans


  • Group Life Insurance
  • Buy-Sell Agreements
  • Key Life Insurance

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