Services
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