Broker Check




SERVICES PROVIDED



Investments
• Investment Selection
• Asset Allocation
• Performance Evaluation
• Tax Planning Strategies

Retirement Planning
• Traditional and Roth IRAs
• Income Needs Analysis
• Retirement Distribution Strategies
• Beneficiary Planning

Estate Planning*
• Trusts and Fiduciary Services
• Charitable Giving
• Custodial Services

Consulting Services
• Hourly Consulting
• Cash Flow Management
• Debt Management
• Comprehensive Financial Planning

Business Planning
• Employee Benefit Services – Group Medical, Life, Disability
• Succession Planning
• Executive Compensation / Non-qualified Deferred Compensation Plans
• Business Insurance Options
• Key Man Protection
• 401(k) & 403(b) Plans

Insurance
• Life Insurance Analysis
• Disability Income Benefits
• Long-Term Care Strategies
• Asset Transfer Strategies

Education Planning
• Tax-Advantaged Options
• 529 Savings Plans
• Planning Consultations
• Systematic Investing

*Legal and tax advice and/or services not provided. Clients should consult with their personal tax advisors regarding the tax consequences of investing. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.