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Services

We take the time to educate you on your financial situation and the opportunities available to you, bringing clarity to even your most complex financial challenges in these and other areas:

Financial Planning

  • Goal Planning
  • Cash-flow and income analysis
  • Financial organization and oversight
  • Multi-generational planning
  • Tax minimization strategies
  • Emergency funding
  • HFA Wealth Management

Retirement & Investment Planning

  • Pension income decisions
  • Traditional and Roth IRAs
  • Pre-retirement savings planning
  • Social Security and Medicare planning
  • Asset allocation
  • Tax-sensitive investments
  • Monitor account distributions

Education Planning

  • 529 College Savings Plans
  • Coverdell Savings Accounts
  • Custodial Accounts

Insurance Planning

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

Estate & Legacy Planning

  • Estate planning document(s) review
  • Wealth transfer strategies
  • Beneficiary review
  • Trust management services*


Contact Us


*LPL Financial representatives offer access to trust services through the Private Trust Company N.A., an affiliate of LPL Financial.

Asset allocation does not ensure a profit or protect against a loss.