• Setting financial goals and understanding your risk tolerance
  
• Analyzing your existing portfolio to determine whether the current strategy is consistent with your objectives
• Determining an appropriate “asset allocation” and creating a diversified investment portfolio based on your needs and risk tolerance 
• Continuous monitoring of your investments 
• Regular meetings to review performance, update your objectives and, if necessary, reallocate your portfolio
• Aggregation of your accounts to provide a holistic view and analysis of your holdings
• Secure on-line access to your accounts
  

• Creating a retirement planning strategy
• Analyzing your income needs to help you maintain a comfortable standard of living
• Helping you determine an income distribution strategy from your retirement plans

Reviewing savings options for your children and grandchildren and creating a plan:

• 529 plans
• Savings accounts
• Roth IRAs
• Coverdell Education Savings Accounts
  
• Custodial accounts and trusts 

• Assessing your insurance needs and the adequacy of existing policies, including life insurance and long-term health care
  
• Estate planning for the inter-generational transfer and preservation of wealth
  
• Trust Services** to evaluate your needs and assist with trust structuring, custody, and administration 

• Regular market and economic updates
  
• Videos, articles, and infographics

Managed Investment Accounts

• Mutual Funds
• Exchange-traded Funds
• Stocks 
• Taxable and Tax-Free Bonds
  
• Treasuries
• Money Market Funds
• Unit Investment Trusts
• Options
• Brokered CDs 
• Online Investing – Guided Wealth Portfolios

To get started, Schedule a Complimentary Consultation today.

^{* we work with qualified professionals to assist you in these areas.} 

^{** LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.}