Services & Products
Personal Financial Planning
- Retirement Income Planning.
- Retirement Savings Strategies.
- Social Security Planning.
- Investment Planning.
- College Education Planning.
- Estate Planning.
- Protection Planning with Insurance.
Private Portfolio Review & Investment Management
- Portfolio Assessment.
- Risk vs. Return Analysis.
- Income Need vs. Income Provision.
- Concentrated Asset Evaluation.
- Tax Aware Investing & Portfolio Tax Harvesting.
- Employer Retirement Plan review.
- Mutual Funds & Exchange Traded Products.
- Stock and Fixed Income Products.
- Domestic and International investments.
- Alternative Investments.
- Money Market.
- Annuities – Variable and Fixed.
- Insurance – Term Life and Variable Life.
Account Types Offered
- Tax Advantaged and Taxable for both Fee Based and Brokerage Accounts.
- Individual Retirement Accounts (IRA) including Traditional, Roth, Rollover and Stretch.
- Company Retirement including SEP, SIMPLE, 401(k), Profit Share Plans.
- Educational accounts including 529’s, Trust and Educational IRA Accounts.
- Private Trust Accounts*.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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