Products and Services

 General Products & Services

Planning Services

  • Comprehensive Financial Planning
  • Tax Strategies
  • Investment Management
  • Retirement Planning
  • Education Funding
  • Insurance & Risk Management
  • Estate Planning 
  • Asset Protection Plan
Business Planning
  • Entity Setup Planning
  • Executive Benefit Plans
  • Employee Benefit Plans
  • Group Retirement Plans
  • Group Health Plans
  • Business Succession Planning
Financial Products

  • Asset Management Programs (Fee-based asset management offered through LPL Financial)
  • Structured Products
  • Commodity Investment (Commodities available through LPL Financial)
  • Oil & Gas (Limited Partnerships)
  • Equipment Leasing (Limited Partnerships)
  • Mutual Funds, Stocks and Bonds
  • Limited Partnerships
Insurance Products

  • Life Insurance 
  • Disability Insurance 
  • Medical Insurance 
  • Long Term Care Insurance 
  • Annuities