Personal Needs
Life Insurance
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Term Insurance
Disability Insurance
Health Insurance
Long Term Care Insurance
Auto & Homeowners
Annuities
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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