Products and Services

We provide both advisory services and brokerage services through LPL Financial. We serve not only individuals and families, but also corporate executives, business owners, and charitable organizations. As your fiduciary, we are bound by law to offer only those products and services we believe are in your best interest. We take that obligation very seriously.

Our comprehensive financial services and wealth management activities include:

  • General financial and investment planning
  • 401K & 403B rollovers
  • Retirement income planning
  • Education planning and funding strategies
  • Investment policy statement reviews
  • Asset allocation strategies and portfolio construction
  • Third-party portfolio manager searches, selection and monitoring
  • Life insurance
  • Fixed and variable annuities

Additional solutions for corporate executives and charitable organizations include:

  • Employee Stock Option Plans
  • Diversification from concentrated stock positions
  • Rule 144 stock sales
  • Deferred compensation programs
  • 401(k) and 403(b) plan services
  • Defined benefit plans
  • Key person insurance