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
• Wealth Management
  
• Investment Asset Allocation
• Investment Risk Analysis
• Education Funding Analysis
• Estate Planning Strategies/Review
• Long-Term Care Planning
• Business Planning Strategies
• Loss of a Spouse
• Survivor Income Needs
• Beneficiary Designation Planning
• Trust Services*

Individual Retirement Accounts & Business Retirement Plans

• Traditional IRA
• Rollover IRA
• Roth IRA
• 401(k) Plans
• SIMPLE IRA
• SEP IRA(Simplified Employee Pension Plans)
• 457 Plans
• 403(b)/TSA Plans
• Individual 401-k or Exclusive(k) Plans
  
• Profit Sharing Plans
• Payroll Deduction IRA Plans
• Defined Benefit Plans

Investments

• Mutual Funds
• Stocks
• ETFs (Exchange Traded Funds)
• SMAs (Separately Managed Accounts)
• UITs (Unit Investment Trusts)
  
• Structured notes
• Buffered strategies
  
• Alternative investments
• Hedge Fund Strategies
• Private market investments
• Brokered CDs
• Municipal Bonds
• Corporate Bonds
• U.S. Government Securities
• Mortgage Backed Securities
  

Insurance

• 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.