- Strategic Asset Management (SAM) providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor. Receive weekly emails.
- Client Communications - receive information on various topics at least monthly. Depending on account size, semi-annual or annual portfolio reviews and semi-annual client education meetings.
- Guaranteed Account - Quarterly Adjustments
- Individual Stocks
- Individual Bonds
- Mutual Funds
- Variable and Fixed Annuities
- Life Insurance
- Direct Investments
- Municipal Bonds
- Corporate Bonds
- Treasury Bonds and Notes
- Money Market Accounts
Service Options
- Managed Asset Plans for professional fee-based portfolio management through LPL Financial.
- Tax-Advantaged Investing to help reduce your tax liability and let more of your money work for you.
- Cash Flow Analysis for everyday budgeting
- College Planning long-term planning to ensure youre ready when your children are.
- Retirement Planning to design an investment strategy to help you towards your retirement goals
- Investment Portfolio Analysis to keep you informed of how your investments are performing, and to make adjustment as needed
- Annual Portfolio Review to review your current holdings and help you make any necessary changes or adjustments
- Estate Planning = for preservation of wealth from generation to generation
- Long-Term Care to ensure that you and your heirs are well-cared for
Portfolio Review
- Investment Posture
- Estates Planning
- Retirement Planning
- Problem Issues Life Insurance Long Term Care Insurance
- Taxes - Tax preparation is not provided by or affiliated with LPL Financial