Our Products
We provide personalized products and comprehensive service in the areas of Investments, Insurance, Financial Planning and Trust Services.
Please review the lists below for additional information:
Investments
- Fee-Based Asset Management
- Personalized Investment Strategies
- Retirement Income Strategies
- Mutual Funds
- Exchange Traded Funds
- Unit Investment Trusts
- Alternative and Strategic Investments
- Insured Cash Management
- Government Securities
- Variable Annuities
- Equity Indexed Annuities
- Fixed Annuities
- Individual Bonds
- Individual Stocks
- Brokerage Accounts
- Traditional IRAs
- Roth IRAs
- SEP IRAs
- Simple IRAs
- Retirement Plan Rollovers - 401(k), 403(b), 457, TSP
- Self Employed 401(k) and Profit Sharing Plans
- Small Business 401(k) and Profit Sharing Plans
- Corporate 401(k), Deferred Compensation and Profit Sharing Plans
Insurance
- Term Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Indexed Universal Life Insurance
- Variable Universal Life Insurance
- Second-To-Die Life Insurance
- Long Term Care Insurance
- Life and Long Term Care Planning Insurance
- Health Insurance - Individual and Group*
- Disability Income Insurance
*LPL Financial does not offer Health Insurance and is not affiliated with the provider.
Financial Planning
- Retirement Planning
- Investment Planning
- Lifetime Income Planning
- Insurance Planning
- Personal Budget Planning
- Employee Retirement Plans - 401(k), 403(b), 457, TSP
- College Education Planning
- Tax Planning
- Estate and Trust Planning
Trust Services*
- Revocable Living Trusts
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Special Needs Trusts
- Irrevocable Trusts
- Irrevocable Life Insurance Trusts
- Private Foundations
- Family Office Group Relationships
- Agency Relationships
- Guardianship Services
- Rabbi Trusts
*Comprehensive Trust Services are provided in all 50 States through LPL Financial's affiliation with The Private Trust Company, N.A.. For additional information, please visit: www.theprivatetrustcompany.com