Products & Services

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

Investments

Common, Preferred and Convertible Stock
Mutual Funds
Exchange Traded Products
Closed End Funds
Unit Investment Trusts
Corporate Bonds
Municipal Bonds
Real Estate Investment Trusts
Business Development Companies
Alternative Investments
College Savings Plans
Traditional IRAs
Roth IRAs
SEP IRAs
Simple IRAs
401(k) Plans
403(b) Plans
Single Person 401(k) Plans
Brokerage Accounts
Advisory Accounts
Guided Wealth Portfolios
Private Asset Management Programs
Trust Services*
Treasury Bills
Government Securities
Treasury Notes
Variable, Fixed, Deferred, Indexed and Immediate Annuities
Structured Notes

Financial Planning

Personal Financial Planning
Retirement Income Planning
Investment Tax Planning
401(k) and 403(b) Asset Allocation Strategies
College Planning Strategies
Estate Plans
Money Purchase Plans
Profit Sharing Plans
Social Security Planning

Insurance

Disability Income Insurance
Life Insurance
Long Term Care Insurance

*LPL Financial Representatives offer Trust Services through the Private Trust Company, N.A., an affiliate of LPL Financial.