Our Services

 

FINANCIAL PLANNING DISCOVERY
Goal Setting
Identification of Needs
Cash Flow Planning & Analysis
Organization of Assets and Liabilities
Personal Financial Statement Review
Education Planning & Funding
Estate Tax Planning
Wills & Trusts
Charitable Giving
Life Insurance
Long-Term Care Insurance
Group Benefits

RETIREMENT PLANNING
Retirement Projections
Customized Income Strategies
Qualified Plan Settlement Options
Pension Plan Settlement Options
Corporate Retirement Plans
Non-Profit Retirement Plans
Deferred Compensation Plans
Executive Retention
Key Employee Retention
Employee Compensation

 

Registered Representatives of LPL Financial do not offer tax or legal advice. 

INVESTMENT PLANNING
Portfolio Construction
Asset Allocation
Investment Evaluation & Review
IRA Rollover Consultation
IRA’s – traditional, roth, simple, SEP
401(K), 401(a), 403(b), 457
Stocks, Bonds, Mutual Funds, CDs, UITs, Structured Products
​529 Plans, Custodial Accounts (UGMA/UTMA)