Products & Services

We provide assistance in the following areas:

INVESTMENTS

  • Individual Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • CD’s
  • Treasury Bills
  • Treasury Notes
  • Government Securities
  • Fixed/Variable Annuities

FINANCIAL PLANNING

  • Comprehensive Asset Evaluation
  • Retirement Planning
  • Traditional, Roth, SIMPLE & SEP IRA’s
  • 401(k)s
  • Profit Sharing Plans
  • 529 College Savings Plans
  • Estate Planning
  • Portfolio Review
  • Account Rebalancing

INSURANCE

  • Life Insurance
  • Long Term Care Insurance

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

The content of this website is developed from sources believed to be providing accurate information. 

The information in this material is not intended as tax or legal advice. 

Please consult legal or tax professionals for information regarding your specific individual needs.

The opinions expressed and material provided are for general information, 

and should not be considered a solicitation for the purchase or sale of any security.Securities and 

Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member 

FINRA/SIPCThe LPL Financial representatives associated with this website may discuss and/or 

transact securities business with residents of the following states:

AL, AR, AZ, CA, CO, DC, FL, GA, KY, LA, MS, NC, SC, SD, TN, TX, WA.