Services

How We Work

Our firm focuses on helping individuals develop retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and managing wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

Mutual Funds

ETFs

UITs

Fixed Annuity

Index Annuity

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Term Life Insurance

Variable Life Insurance

Long-Term-Care Insurance

Whole Life Insurance

Universal Life Insurance

Asset Management

Wrap-Fee accounts

Asset Allocation

Separetely Managed Accounts

Performace Monitoring & Reporting

Equity Portfolios


Retirement Accounts

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

SIMPLE IRA

403(b)

401(k)

457

Money Purchasing Plans

Profit Sharing Plans

Education

Retirement Costs and Needs

Retirement Mistakes

Sources of Income

Retirement Plan Distributions

Investments

Health and Asset Preservation

Managing Your estate

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.

j.grant@lpl.com |  269-552-4200