We specialize in developing financial and retirement planning strategies. As your financial advocate, we coordinate the advice and guidance you receive from all of your trusted advisors—including financial, tax and legal professionals—in an effort to help you pursue your goals with confidence and bring clarity to even your most complex financial challenges in these and other areas:

Financial Planning

 Comprehensive goal-based planning
 Cash-flow and income analysis
 Financial organization and oversight

Investment Management

 Asset management strategies
 Tax-sensitive investments
 Concentrated stock strategies

Retirement Planning

 Retirement income planning
 401(k)/403(b)/IRA rollovers
 Traditional and Roth IRAs
 Social Security planning

Insurance Planning

 Asset-protection strategies
 Life insurance analysis and review
 Disability insurance analysis and review
 Long-term care insurance

Special Needs Planning

 Letter of Intent 
 Review government assistance
 Special Needs Trust(s)
 Coordinate with other professionals & experts

Estate & Legacy Planning

 Estate planning document(s) review
 Wealth transfer strategies
 Beneficiary review
 Philanthropic planning
 Charitable trust strategies
 Private foundations
 Trust management services

Business Financial Planning

 401(k)/corporate retirement plans
 Executive compensation plans
 Cash-management services
 Business succession planning
 Key person insurance

Trust Services*

 Estate strategies
 Trust design
 Coordinate with legal team

College Planning

 Education savings strategies and plans


*Tax and legal services are not offered by LPL Financial or affiliated advisors. LPL Financial Representatives offer access to Trust Services through the Private Trust Company N.A., an affiliate of LPL Financial.