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