Services

• Two formal meetings per year
• Written financial plan with complete financial assessment
  
• Prioritize and help establish financial goals
  
• Referrals and assistance with CPAs and attorneys
  

• Regular and ongoing investment reviews
  
• Consolidate and simplify accounts
  
• Review existing 401(k), 403(b) and IRA’s
  
• Online consolidated accounts
  

• Retirement income planning
  
• Estate and charitable planning
  
• Long term care planning
  
• Insurance planning
• Social security planning
  

• Succession and retirement planning
  
• Key executive benefits
  
• Deferred compensation
  
• Exit strategy planning
  

• Multi-generational legacy planning
  
• Insurance audit reviews 
  
• Trust services*
  
• Client educational events and seminars
  

*LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.

• Regulated by both SEC & FINRA 
  
• 3rd party compliance and oversight
  
• 3rd party investment managers
  
• 3rd party investment custodians
  
• Insurance company due diligence
  
• Disaster protection plan in place
  
• Independent investment research