Services
Services
What We Do
LPL consultants will create a customized financial plan just for you and then walk you through the step-by-step process in an effort to help you prioritize your financial goals and feel confident in your decisions.
With a wide array of experience, consultants can assist you in many areas of financial planning, including:
- Investment management
- Retirement income strategies
- Estate conservation
- Annuities
- Outside investment review – portfolio risk analysis
- Life insurance
Investments

Bonds
Common Stock
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Fixed Annuity
Index Annuity
Financial Planning

Retirement Plans
401(k) Planning
College Plans
Estate Plans
Tax efficient investing
Buy-Sell Agreements
Corporate Investment Accounts
Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
contact.lpl@cypruscu.com | (801) 260-7727