We provide access to the following investments, insurance and services: 

• Corporate Bonds
• Municipal Bonds
• Government Securities
•  Treasury Bills
• Senior Floating Rate Bank Notes
• Mutual Funds
• BDC's Business Development Company Investments
• Common Stocks
• Preferred Stocks
• REITS, Real Estate Investment Trusts
• Global Investments, Stocks, Bonds, Real Estate  
• Fixed Income Investments
• Variable Annuities
• Fixed Annuities

Financial Planning and Asset Management 

• Brokerage Accounts
• Strategic Asset Management Accounts
• Modern Wealth Portfolio
• Business Retirement Plans
• Personal and Business Estate Planning
• Tax Advantaged Strategies
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA  
• 401 (k) Planning
• 403 (b) Planning
• Money Purchase Plans
• Profit Sharing Plans
• Defined Benefit Plans
• College Plans
• Coordinate with your attorney to create Estate Plans for individuals and families using Living Trusts, Wills, and Health Directives.
• In Conjunction with your Estate Attorney, Special Needs Trust Creation and Asset Management
• LPL Financial Representatives offer access to trust services through the Private Trust Company N.A. an affiliate of LPL Financial

Insurance

• Life Insurance, Term Insurance, Universal Life, Whole Life, Variable Life
• Life Insurance used as both Insurance and Retirement Income
• Long Term Care Insurance and needs analysis
• Alternative Investments to address long term care needs
• Disability Income Insurance

Tax Planning

• Tax Advantaged Strategies
• Small Business Consulting
• Business Sale Exit Strategies and Tax Consulting
• Small Business Team Building with an Accountant, Attorney, Financial Advisor, Mortgage and Insurance Broker