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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.