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.
- 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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