SERVICES PROVIDED People come to us for a variety of reasons. 401(k) Transition Assistance, Saving for Retirement or College Funding are just a few. We have expansive experience with these investment vehicles and are happy to help you invest and work towards well-informed decisions about them.Additionally, we may also encourage you to consider financial planning. Regardless of your stage in life, your income, or your goals, we believe a financial plan can help you better manage your finances. Short term goals, long term aspirations, monthly expenses, investments, taxes and insurance all come in to play. With so much at stake, it just makes sense to develop a plan to manage your financial world. With the complexity of options and decisions, an experienced and knowledgeable professional can help you greatly.Financial Planning ServicesRetirement PlanningInvestment PlanningLoss of a SpouseAsset AllocationSurvivor Income NeedsDisability IncomeLong-Term Care PlanningEstate Planning/ReviewBusiness Planning StrategiesTrust ServicesSpecial Needs PlanningCash Flow and Budget PlanningInvestment Risk AnalysisIndividual Retirement Accounts & Business Retirement PlansTraditional IRARoth IRARollover IRA401(k) Plans457 Plans403(b)/TSA PlansExclusive(k) PlansKeogh PlansMoney Purchase PlansProfit Sharing PlansPayroll Deduction IRA PlansSIMPLE IRASEP IRA(Simplified Employee Pension Plans)Defined Benefit PlansInvestmentsMutual FundsStocksETFs (Exchange Traded Funds)UITs (Unit Investment Trusts)Municipal BondsCorporate BondsU.S. Government SecuritiesMortgage Backed SecuritiesBrokered CDsInsuranceAnnuitiesLife InsuranceLong-Term CareMedicare SupplementDisabilityEducation Funding529 College Savings PlansCoverdell Education Savings AccountUGMA/UTMA (Uniform Gift to Minors Act and Uniform Transfers to Minors Act)We also offer seminars and workshops on many of the services listed above. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.