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People come to us for a variety of reasons.  Financial Advice, Retirement Planning, College Funding, and 401(k) Transitions are just a few.  We have expansive experience with these investment vehicles and all of the services listed below. 

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 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.

Financial Planning Services

  • Retirement Planning
  • Investment Planning
  • Loss of a Spouse
  • Asset Allocation
  • Survivor Income Needs
  • Disability Income
  • Long-Term Care Planning
  • Estate Planning Strategies/Review
  • Business Planning Strategies
  • Trust Services
  • Special Needs Planning
  • Cash Flow and Budget Planning
  • Investment Risk Analysis

Individual Retirement Accounts & Business Retirement Plans

  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • 401(k) Plans
  • 457 Plans
  • 403(b)/TSA Plans
  • Exclusive(k) Plans
  • Keogh Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Payroll Deduction IRA Plans
  • SEP IRA(Simplified Employee Pension Plans)
  • Defined Benefit Plans


  • Mutual Funds
  • Stocks
  • ETFs (Exchange Traded Funds)
  • UITs (Unit Investment Trusts)
  • Municipal Bonds
  • Corporate Bonds
  • U.S. Government Securities
  • Mortgage Backed Securities
  • Brokered CDs


  • Annuities
  • Life Insurance
  • Long-Term Care
  • Medicare Supplement
  • Disability

Education Funding

  • 529 College Savings Plans
  • Coverdell Education Savings Account
  • UGMA/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.