Our Services

LPL Financial is a full service brokerage firm, offers a wide variety of products and services including:

  •   Retirement planning to help maximize your savings before and during retirement.
  •   Professional investment planning to help you realize your financial goals.
  •   Estate tax planning to help lower your tax bill now and in the future.
  •   Educational funding suggestions for your child's or grandchild's higher education.

We offer a wide range of investment opportunities to help meet your needs:

  • Retirement Income
  • IRA's and IRA Rollovers
  • Investment Planning
  • Social Security Planning
  • Estate Planning
  • Employee Retirement Accounts
  • Charitable Giving
  • Mutual Funds
  • Annuities-Fixed and Variable
  • Stocks
  • Bonds-Corporate, Municipal and Government
  • Life Insurance
  • Long Term Care Insurance

With your customized investment planning profile, we can help you determine where you are financially, analyze your needs and goals, and create a practical strategy to help meet those goals.