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Let us introduce you to the comprehensive range of services we offer. 

Retirement Planning

  • Wealth management strategies
  • Income distribution strategies
  • Assessing pension options
  • Asset protection strategies
  • Tax efficient strategies

Asset Management 

  • Fee-based financial plans
  • Portfolio management for individual investors
  • Regular portfolio review
  • Asset allocation strategies reflecting your goals
  • Stock option analysis
  • Investment and strategies include:
    • Individually managed accounts (IMA)
    • Mutual funds
    • Annuities (variable, fixed, immediate)
    • Stocks
    • Bonds
    • 403(b) TSAs
    • Traditional and Roth IRAs
    • 401(k), SIMPLE IRAs, SEP-IRAs
    • 529 College Plans
    • Education IRAs

Estate Planning

  • Asset protection against probate, lawsuits, divorce, unnecessary federal and state taxes
  • Tax reduction strategies
  • Charitable trust design and implementation
  • Charitable gifting
  • Review of wills and powers of attorney
  • Trust administration for families and institutions

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Long Term Care Planning

  • Planning and funding coverage
  • Examining care options
  • Assessing current coverage

Risk Management

  • Insurance review and assessment of coverage
  • Disability income protection
  • Life Insurance (Term, Universal, Variable Universal, Whole Life)

Succession Planning

  • Financing management buy-outs (ESOPs, loans)
  • Funding of buy/sell agreements
  • Transfer of ownership to family members or key employees
  • Liquidation options
  • Exit Strategy