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Services & Products

Personal Financial Planning

  • Financial Goal Development.
  • Cash Flow & Budgeting.
  • Retirement Saving & Investment Planning.
  • Retirement Income Planning.
  • Social Security Planning.
  • Investment Planning.
  • Investment Tax Planning. 
  • College Education Planning.
  • Estate & Legacy Planning.
  • Protection Planning with Insurance. 

Fee-based Investment Management

  • Establish Investment Objective.
  • Develop Investment Strategy & Portfolio.
  • Investment Screen and Selection.
  • Implement Portfolio.
  • Monitor & Review with regular reporting & bench marking.
  • Adjust, update and re-balance as needed.
  • Utilize tax aware investing & tax loss harvesting.

Advanced Wealth Management

  • One-on-one wealth guidance supported by team of professionals. 
  • Concentrated asset planning and investment strategy.
  • Collaboration with other professionals (i.e.CPA, Attorney). 
  • Coordinate personal and employer retirement plan assets.
  • Private Trust Management.*
  • Philanthropic Planning. 

Product Access

  • Money Market & Certificate of Deposit.
  • Mutual Funds & Exchange Traded Products.
  • Stock and Fixed Income Products.
  • Domestic and International investments. 
  • Alternative Investments.
  • Annuities – Variable and Fixed.
  • Insurance – Life, Disability and Long Term Care.

Account Types Offered  

  • Tax Advantaged and taxable for fee-based and brokerage accounts.
  • Individual Retirement Accounts (IRA) including Traditional, Roth, Rollover and Stretch.
  • Employer sponsored retirement accounts 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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