Our Services

We serve individuals and businesses in all areas of investment planning, including:

Retirement planning

Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax management*

Help making sure your portfolio is tax-efficient. Developing tax-efficient investment strategies. Referring you to qualified tax specialists.

Estate planning*

Working with estate-planning and trust specialists available through LPL Financial and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

Education funding

Recommending investment and accumulation strategies to help you pay for your children's education.

Risk management 

Reviewing existing insurance policies.


Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.

Employee and executive benefits

Helping your business attract and retain qualified employees through benefit packages.

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