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




Common Stock

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Fixed Annuity

Index Annuity

Financial Planning

<strong>Financial Planning</strong>

Retirement Plans

401(k) Planning

College Plans

Estate Plans

Tax efficient investing

Buy-Sell Agreements

Corporate Investment Accounts



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. | (801) 260-7727