SERVICES

ASSET MANAGEMENT

  • Proactive Portfolio Management

  • Asset Allocation and Portfolio Diversification

  • Alternative Investment Strategies

  • 401k rollover services

RETIREMENT PLANNING

  • Comprehensive Accumulation & Distribution Planning

  • Qualified and Non-Qualified Investment Strategies

  • Retirement Projections involving “what-if” scenarios

ESTATE PLANNING

  • Wealth Transfer Strategies

  • Estate Tax Minimization Strategies

  • Asset & Estate Protection

  • Collaboration with your estate planning attorney

INSURANCE PLANNING

  • Life Insurance Audit and Planning

  • Long Term Care and Disability Insurance

  • Life Insurance Trusts

TAX MANAGEMENT

  • Tax-Efficient Investments

  • Tax Loss Harvesting and Cost-Basis Tracking

  • Collaboration with your Accountant

PHILANTHROPY

  • Charitable Trusts

  • Family Foundations

  • Charitable Giving Strategies

CORPORATE SERVICES

  • Cash Management

  • Stock Options

  • Retirement and Non-Qualified Plans

  • Business Continuation Planning

TRUST

  • LPL Financial Representative offers access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial.