Personal Needs

  • Life Insurance

    • Variable Life

    • Universal Life

    • Whole Life

    • Term Insurance

  • Disability Insurance

  • Health Insurance

  • Long Term Care Insurance

  • Auto & Homeowners

  • Annuities

    • Variable

    • Fixed

  • Investments

    • Equity Accounts

    • Fee-based Investment accounts

    • Mutual Funds

    • Annuities

    • Bond Portfolios

    • REITs

  • Planning

    • Comprehensive financial planning

    • College Funding

    • Retirement Planning

    • Estate Planning

    • Investment Policy Statements

    • Cash Flow projections

    • Debt Management (not consolidation)

    • Risk Management/insurance planning

    • Estate Planning Needs

    • Survivorship Life Insurance

    • Life Income annuities

    • Death Benefit annuities

    • Funding of

      • Charitable remainder unit trusts

      • Charitable remainder annuity trusts

    • Gifting strategies

    • UGMA accounts

    • UTMA accounts

 

Securities and Financial Planning Offered Through LPL Financial

A Registered Investment Advisor, Member FINRA/SPIC