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Products & Services

Whatever the reason ……. whether you are saving for retirement, are drawing income in retirement, need to roll over your former retirement plan, or have extra funds to invest ………..

At LPL Financial we provide you with assistance by offering a broad and diversified menu of professional financial planning services, as well as high quality financial products to meet your financial objectives.   The range of wealth-management products and services we offer are fee-based or commission-based, depending upon your needs, and include:

INVESTMENTS: 

  • Mutual Funds  - Stocks  - Bonds
  • Variable Annuities  - Indexed Annuities- Unit Investment Trusts
  • Exchange Traded Funds - Real Estate Investment Trusts

RETIREMENT PLANS:

  • Traditional IRA’s  - ROTH IRA’s  - 401(k) Plans
  • SIMPLE IRA’s  - SEP IRA’s  - Group Plans  

FINANCIAL PLANNING:

  • Comprehensive Financial Plans - Retirement Income Planning
  • Estate Planning Strategies  - Tax Planning  - Education Funding

INSURANCE:

  • Life  - Long-Term Care - Disability

MANAGED ASSET ACCOUNTS:

  • Fee-based Asset Management Services