Services
Services
Bringing clarity to even your most complex financial challenges
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.
We take the time to educate you on your financial situation and the opportunities available to you. We help bring 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
Retirement & Investment Planning
Pension income decisions
Traditional and Roth IRAs
Pre-retirement savings planning
Social Security and Medicare planning
Tax-sensitive investments
Monitor account distributions
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*
*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.
Educational Insights

Understanding Equity Compensation

Breaking Down the Parts of Medicare

All Muni Bonds Are Not Created Equal
If you would like to speak with one of our advisors regarding your specific
situation and areas of interest, please contact us. We could then determine
whether our services may be suitable for you.
info.hfa@lpl.com | 410.769.8262