Broker Check

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.

Product Access

  • 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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