Our Product & Services

Investments

  • Stocks
  • Corporate Bonds
  • Brokered CD’s
  • REITS
  • Preferred Stocks
  • Government Securities
  • Municipal Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Variable Annuities
  • Managed Portfolios

Financial Planning

  • Networth Analysis
  • Cash Flow Analysis
  • Insurance Portfolio Review
  • Wealth Management
  • Retirement Planning
  • Income Planning
  • Investment Strategies
  • Asset Allocation
  • Stock Option Management
  • Tax Strategies
  • Charitable Planning

Insurance

  • Whole Life
  • Term Life
  • Universal Life
  • Variable Life
  • Second-to-Die Life
  • Keyperson Insurance
  • Fixed Annuities
  • Long Term Care

Education Planning

  • 529 College Planning
  • Coverdell IRA

Retirement Planning

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Owner Only 401(k)
  • Direct Rollovers

Trust Services

 

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.