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    Useful Links
    LVM Corporate Brochure:
    • View the LVM Corporate Brochure

     

    LVM Forms / Instructions:
    • Client Information / Fact Finder Form

    • Expense/Outflow Form

    • Family Financial Snapshot Form

    • Sample Investment Policy Statement (IPS)

    • LVM Client Vault Information

    • Instructions for making Deposits (TD Ameritrade  / Charles Schwab)

    • Instructions for accessing the Client Website (TD Ameritrade / Charles Schwab)

    • Key Financial Data - 2021

    • Key Financial Data - 2022

     

    Brokerage Account Links*:
    • TD Ameritrade  -  advisorclient.com

    • Charles Schwab  -  SchwabAlliance.com

    ​

    Business Publications/Research*:
    •   Bloomberg

    •   Wall Street Journal

    •   Morningstar

    ​

    Government Agencies /  Miscellaneous*:
    •   IRS.Gov

    •   SocialSecurity.gov

    •   AnnualCreditReport.com

    •   Identity Theft / Precautions / Action

    •   Federal Trade Commission's Online Security Tips & Resources - OnGuardOnline.com

    •   Social Security Phone Scams

     

    *The links in this section take the user to websites outside lvmcapital.com, and LVM is not responsible for the content or accuracy of these websites.  

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    P 800.488.2036   |    F 877.321.8126
    7840 Moorsbridge Road, Portage, Michigan 49024

    999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108

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    LVM Capital Management is a fee-only wealth management firm

    As a Registered Investment Advisor (RIA), LVM adheres to the Fiduciary Oath, placing clients' interests first.